Jeffrey
Rait
Deutsche Bank Securities Inc
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About this Advisor
Jeffrey Rait is a financial advisor operating out of Jacksonville, Florida who has 4 years of industry experience. Rait currently works for Deutsche Bank Securities Inc. Over the course of their career, Rait has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Deutsche Bank Securites Inc. Rait has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Deutsche Bank Securities Inc is a financial advisory company based in New York, NY. It has a total of 1,585 financial advisors. It manages $21 million in assets across its 15 accounts, making it one of the smaller financial advisory firms in the country by assets under management. Of its 15 client accounts, 47% are held by high-net-worth individuals who have more than $1 million in assets. The advisory firm performs a wide range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and security rating services. Fees charged by financial advisors largely vary depending on the type of financial services. However, fees billed by Deutsche Bank Securities Inc most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Deutsche Bank Securities Inc Brokerage Details
$21,348,952
1,585
15
$1,423,263
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
Jeffrey Rait Work History
Jeffrey has been registered as a financial advisor for 4 years.*
Deutsche Bank Securites Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Rait to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Deutsche Bank Securities Inc
Los Angeles, CA
Jacksonville, FL
New York, NY
New York, NY
Jacksonville, FL
New York, NY
New York, NY
Jacksonville, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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