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Andrew Borzilleri

34 Years of Experience
Garden City, NY
Broker

Andrew Borzilleri is a registered investment advisor at Raymond James & Associates, INC., based in Garden City, NY, 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

401 Franklin Avenue, Suite 320, Garden City, NY, 11530

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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.
June 2021 - Present · 4 yrs 11 mos
Raymond James & Associates, INC.Broker
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
December 2015 - July 2017 · 1 yr 7 mos
Morgan StanleyBroker
June 2009 - December 2015 · 6 yrs 6 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Citigroup Global Markets INC.Broker
October 2000 - April 2007 · 6 yrs 6 mos
Tucker Anthony IncorporatedBroker
September 1995 - November 2000 · 5 yrs 2 mos
Griffin Financial ServicesBroker
December 1994 - September 1995 · 9 mos
Pruco Securities CorporationBroker
May 1994 - January 1995 · 8 mos
D. H. Blair & CO., INC.Broker
November 1991 - March 1994 · 2 yrs 4 mos
State Registrations16 states
AZCACTDCDEFLMDNCNJNMNVNYPASCTNVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Andrew Borzilleri - Financial Advisor | TrueAdvisor