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RE

Raymond A. Eustace

EUSTACE ADVISORS
Cary, NC 27511
Some features on this profile are disabled
CRD#: 7641105
RE

Professional summary

Raymond Anthony Eustace is a registered financial advisor currently at EUSTACE ADVISORS located in Cary, North Carolina.

Raymond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Raymond has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Raymond Anthony Eustace's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 17, 2022 - Present

EUSTACE ADVISORS

Office #1: 1320 Se Maynard Road Suite 104, Cary, NC 27511
RIA
CRD#: 323440
Cary, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(10/17/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/12/2022
Uniform Investment Adviser Law Examination

Current Firm

EA
EUSTACE ADVISORS
EUSTACE ADVISORS | NADAJE HOLDINGS LLC

CRD#: 323440 / SEC#:

North Carolina
Registered Investment Advisory firm - (10/17/2022 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1320 Se Maynard Road Suite 104, Cary, NC 27511
Mailing Address
Phone number
(910) 377-5021
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EUSTACE ADVISORS

CRD#: 323440Cary, NC 27511

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