Jeffrey Petrillo
Jeffrey Petrillo is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Highland, MI, with 39 years of industry experience. Jeffrey 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
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
Location
2753 S. Milford Rd, Suite 101, Highland, MI, 48357
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2000Other Business Activities
Jeffrey is a partner in Diamond Building LLC, a rental real estate business, and spends a few hours per week managing the property. He also acts as POA/Personal Representative for the Petrillo IRA account and is an owner of Petrillo Group, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Leonard & CompanyBroker
Painewebber IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 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.
Exams
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