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Tashtego Elwyn

32 Years of Experience
St. Petersburg, FL
Broker

Tashtego Elwyn is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

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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Other Business Activities

Tashtego is involved in several outside business activities. These include rental real estate, a private investment LLC for a second home, serving as a board member for Emory University, passive investment in Lemon Perfect Water, and owning a small BBQ dry rub business. These activities require minimal time commitment.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2022 - Present · 3 yrs 8 mos
Raymond James Financial Services, INC.Broker
October 2022 - Present · 3 yrs 9 mos
Raymond James & Associates, INC.
January 2001 - Present · 25 yrs 6 mos
Raymond James & Associates, INC.Broker
November 1993 - Present · 32 yrs 8 mos
Previous Registrations
Chatfield Dean & CO., INC.Broker
March 1993 - September 1993 · 6 mos
State Registrations51 states
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Exams
No exam information available for this advisor.