RAFAEL JULIAN PEREZ is an investment adviser representative (IAR) with state registration records since 2003, appearing at 3 firms. Currently registered with MAI CAPITAL MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MAI CAPITAL MANAGEMENT, LLC | 2021-10-03 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2021-07-09 | — |
| STRATEGIC ADVISERS LLC | 2003-01-28 | 2018-07-13 | — |