AdvisorOS Directory
Claim Profile
RZ

Raymond Thompson Zucaro

SW ASSET MANAGEMENT LLC·MIRAMAR, Florida
Unclaimed Profile
18935 SW 29 ST., MIRAMAR, FL 33029CRD# 4299368Firm CRD# 155393
01

About

Raymond Thompson Zucaro is a registered financial advisor based in MIRAMAR, Florida, affiliated with SW ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
SW ASSET MANAGEMENT LLC
SW ASSET MANAGEMENT LLC
AUM
$399M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at SW ASSET MANAGEMENT LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4299368
Firm CRD# 155393
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MIRAMAR?

Browse all registered financial advisors in MIRAMAR, Florida or claim this profile if it's yours.

Browse MIRAMAR AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Raymond Thompson Zucaro offer?
Raymond Thompson Zucaro specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIRAMAR, Florida for a consultation.
What are Raymond Thompson Zucaro's credentials?
Raymond Thompson Zucaro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Raymond Thompson Zucaro located?
Raymond Thompson Zucaro is based in MIRAMAR, Florida, working with SW ASSET MANAGEMENT LLC. Their office serves clients in the MIRAMAR metropolitan area and surrounding communities.
How does Raymond Thompson Zucaro charge for services?
Raymond Thompson Zucaro's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SW ASSET MANAGEMENT LLC?
SW ASSET MANAGEMENT LLC is a registered investment adviser with the SEC, managing $399M in regulatory assets under management. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MIRAMAR
Robert Stephen Venable — SW ASSET MANAGEMENT LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile