LC
CFA · CFP
LC
CFA · CFP

Louis Carpenetti

8 Years of Experience
St. Petersburg, FL
Broker

Louis Carpenetti is a CFA, CFP-designated registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 8 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.
August 2025 - Present · 9 mos
Raymond James & Associates, INC.Broker
August 2025 - Present · 9 mos
Previous Registrations
LPL Financial LLC
July 2022 - July 2025 · 3 yrs
LPL Financial LLCBroker
December 2021 - July 2025 · 3 yrs 7 mos
Fidelity Brokerage Services, INC.Broker
April 1997 - December 1997 · 8 mos
Royal Alliance Associates, INC.Broker
March 1996 - April 1997 · 1 yr 1 mo
Wall Street Money Center CORP.Broker
March 1993 - December 1995 · 2 yrs 9 mos
State Registrations2 states
FLSC
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.
Louis Carpenetti - Financial Advisor | TrueAdvisor