AB
CFP
AB
CFP
Andrew Bilotta
42 Years of Experience
Avalon, NJ
2 DisclosuresBroker
Andrew Bilotta is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Avalon, NJ, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
Avalon, NJ
Get directionsHistory
Regulatory History (2)
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Customer Dispute
July 2000Settled
Customer Dispute
May 1995Settled
Other Business Activities
Andrew owns rental real estate properties and has hired a management company. He also serves on the advisory board for the management company, offering counsel to senior executives quarterly.
Employment History
Current Registrations
Raymond James & Associates, INC.
April 2014 - Present · 12 yrs 3 mos
Raymond James & Associates, INC.
November 2007 - Present · 18 yrs 8 mos
Raymond James & Associates, INC.Broker
November 2007 - Present · 18 yrs 8 mos
Previous Registrations
Raymond James & Associates, INC.
November 2007 - December 2013 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 1990 - November 2007 · 17 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1983 - November 2007 · 23 yrs 11 mos
State Registrations39 states
AKALAZCACOCTDCDEFLGAIDILINKSLAMAMDMEMOMTNCNHNJNMNVNYOHORPARISCSDTNTXVAVTWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.