Cary Kleinfield
Cary Kleinfield is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Myers, FL, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9726 Commerce Center Court, Suite 2, Fort Myers, FL, 33908
Get directionsHistory
Regulatory History (1)
Regulatory
December 1989Other Business Activities
Cary is an officer for Caribou Investments LLC, which owns office space, and for the Deaf & Hard of Hearing Center, a non-profit organization. He also owns Kleinfield Wealth Group, LLC, dedicating about 10-20% of his time to this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Marshall & CO. Securities, INC.Broker
Thomson Mckinnon Securities INC.Broker
First Jersey Securities, INC.Broker
State Registrations33 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.