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Gary Sievewright
37 Years of Experience
Waukesha, WI
1 DisclosureBroker
Gary Sievewright is a registered investment advisor at Raymond James & Associates, INC., based in Waukesha, WI, with 37 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
20800 Swenson Drive, Suite 325, Waukesha, WI, 53186
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 1993Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
April 2015 - Present · 11 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2015 - Present · 11 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLC
April 2006 - April 2015 · 9 yrs
Wells Fargo Advisors, LLCBroker
July 2003 - April 2015 · 11 yrs 9 mos
Prudential Securities IncorporatedBroker
December 1997 - July 2003 · 5 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1988 - December 1997 · 9 yrs 1 mo
American Express Financial Advisors INC.Broker
April 1988 - October 1988 · 6 mos
Ids Life Insurance CompanyBroker
April 1988 - October 1988 · 6 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.