Mary Lauritano
Mary Lauritano is a registered investment advisor at Raymond James & Associates, INC., based in Safety Harbor, FL, with 26 years of industry experience. Mary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B 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% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
Safety Harbor, FL
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2010Customer Dispute
June 2008Other Business Activities
Mary is the owner of Mimz Properties, LLC, involved in the purchase and sale of real estate since 2021. She also owns rental real estate through Mimz Properties, LLC, since 2024, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
State Registrations35 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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