Gene Melamud
Gene Melamud is a registered investment advisor at Raymond James & Associates, INC., based in Largo, FL, with 31 years of industry experience. Gene 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
2401 West Bay Drive, Largo, FL, 33770
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2002Customer Dispute
January 2001Other Business Activities
Gene assists his mother with her investments at RJ as Power of Attorney and Trustee Delegate. This activity requires minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations48 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
More Advisors
- Hunter Burnette, CFPRaymond James & Associates, INC.
- Christopher Butler, CFARaymond James & Associates, INC.
- Honor RodgersRaymond James & Associates, INC.
- James Roble, CFPRaymond James & Associates, INC.
- Curtis Chambers, CFPLPL Financial LLC
- Gregory Reichold, CFPHighpoint Planning Partners