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Sonya Choeff

37 Years of Experience
Miami Beach, FL
1 DisclosureBroker

Sonya Choeff is a registered investment advisor at Raymond James & Associates, INC., based in Miami Beach, FL, 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

The Lincoln Building, 1691 Michigan Ave., Suite 215, Miami Beach, FL, 33139

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 1999
Denied
Other Business Activities

Sonya is the treasurer for Hadassah, dedicating minimal time each month. She is also a Director at Mount Sinai Medical Center and a Finance/Investment Committee Member for The Rabbi Gary A. Glickstein Foundation of Temple Beth Sholom, spending minimal time on each.

Employment History
Current Registrations
Raymond James & Associates, INC.
March 2011 - Present · 15 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2011 - Present · 15 yrs 2 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - March 2011 · 1 yr 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - March 2011 · 1 yr 9 mos
Citigroup Global Markets INC.
April 1991 - June 2009 · 18 yrs 2 mos
Citigroup Global Markets INC.Broker
May 1989 - June 2009 · 20 yrs 1 mo
Drexel Burnham Lambert IncorporatedBroker
November 1988 - May 1989 · 6 mos
State Registrations22 states
AZCACOFLHIMAMDMIMTNCNJNVNYOHORPAPRRITXVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Sonya Choeff - Financial Advisor | TrueAdvisor