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Annette Raynor

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
564 clients
Average Client Portfolio
$160K average
Assets Under Management
$90.0M

Fee Structure

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Location

19505 Biscayne Blvd., Suite 2350, Aventura, FL, 33180

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Annette is involved with Wealth Engineering LLC, which focuses on financial education and analysis software sales. She also holds a New Jersey Real Estate License in referral status.

Employment History
Current Registrations
Proxy Wealth Advisors LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
S.A.F.E. Management LLC
June 2018 - July 2022 · 4 yrs 1 mo
S.A.F.E. Management LLC
November 2006 - May 2016 · 9 yrs 6 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.