Company Information

Get to know The Cavalena Group at Raymond James

The Cavalena Group is a wealth management team operating under the umbrella of Raymond James & Associates, Inc. Based in Syracuse, NY, the group focuses on providing personalized financial planning and investment management services to a select group of individuals, families, and businesses. Their stated mission is to offer a disciplined, holistic approach to wealth management, encompassing retirement planning, estate planning, and customized investment strategies, built upon the extensive resources and support of the national firm, Raymond James.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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The Cavalena Group at Raymond James

United States

Founded in

1984 (42 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

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FSCA

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.