GM
GM
Gene Melamud
31 Years of Experience
Largo, FL
2 DisclosuresBroker
Gene Melamud is a registered investment advisor at Raymond James & Associates, INC., based in Largo, FL, with 31 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
2401 West Bay Drive, Largo, FL, 33770
Get directionsHistory
Regulatory History (2)
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Customer Dispute
October 2002Award / Judgment
Customer Dispute
January 2001Settled
Other 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.
March 1995 - Present · 31 yrs 2 mos
Raymond James & Associates, INC.Broker
March 1995 - Present · 31 yrs 2 mos
Raymond James & Associates, INC.
March 1995 - Present · 31 yrs 2 mos
State Registrations48 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSNCNHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
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
No exam information available for this advisor.