Ozgur Karaosmanoglu
Ozgur Karaosmanoglu is a registered investment advisor at Raymond James & Associates, INC., based in Chevy Chase, MD, with 38 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2 Wisconsin Circle, Suite 930, Chevy Chase, MD, 20815
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2011Customer Dispute
July 2011Customer Dispute
November 2009Other Business Activities
Ozgur is a finance/investment committee member for the Zeta Psi Fraternity Educational Foundation since 2022. He dedicates minimal time to this role, attending meetings and offering investment advice.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Legg Mason Wood Walker, IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations27 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.