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Paul Weinstein

Raymond James Financial Services Advisors, INC
43 Years of Experience
Ft. Myers, FL
2 DisclosuresBroker
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Paul Weinstein is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ft. Myers, FL, with 43 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6696 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

13720 6 Mile Cypress Pkwy, Suite 1, Ft. Myers, FL, 33912

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2008
Settled
Customer Dispute
May 1998
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Paul is involved in several investment-related activities, including Brewski Brothers LLC (real estate brokerage), PR Lending (passive investor), Weinstein/Falk (trustee), West Charlotte Commercial (real estate brokerage), and WWFG Ventures (rental real estate). He dedicates minimal time to each of these ventures, with WWFG Ventures requiring a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
August 2008 - Present · 18 yrs 2 mos
Previous Registrations
Raymond James Financial Services
August 2008 - October 2009 · 1 yr 2 mos
UBS Financial Services INC.
November 1996 - August 2008 · 11 yrs 9 mos
UBS Financial Services INC.Broker
November 1996 - August 2008 · 11 yrs 9 mos
Raymond James & Associates, INC.Broker
March 1988 - November 1996 · 8 yrs 8 mos
Dean Witter Reynolds INC.Broker
February 1986 - January 1988 · 1 yr 11 mos
Cowen & CO.Broker
May 1983 - March 1986 · 2 yrs 10 mos
State Registrations41 states
ALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNJNMNVNYOHORPASCTNTXUTVAVTWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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