SG
SG

Scott Gundersen

34 Years of Experience
St. Petersburg, FL
Broker

Scott Gundersen is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 34 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

880 Carillon Parkway, St. Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
September 2023 - Present · 2 yrs 8 mos
Raymond James & Associates, INC.
September 2023 - Present · 2 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Federated Global Investment Management CORP.
August 2021 - July 2023 · 1 yr 11 mos
Mdt Advisers, a Division of Federated Mdta LLC
May 2010 - July 2023 · 13 yrs 2 mos
Federated Securities CORP.
November 2009 - July 2023 · 13 yrs 8 mos
Federated Investment Counseling
January 2007 - July 2023 · 16 yrs 6 mos
Federated Securities CORP.Broker
April 1997 - July 2023 · 26 yrs 3 mos
CUNA Brokerage Services, INC.Broker
February 1995 - April 1997 · 2 yrs 2 mos
Equico Securities, INC.Broker
August 1991 - February 1995 · 3 yrs 6 mos
The Equitable Life Assurance Society of the United StatesBroker
August 1991 - February 1995 · 3 yrs 6 mos
State Registrations1 state
MD
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.