BK
BK

Brian Kilczewski

31 Years of Experience
St. Petersburg, FL
Broker

Brian Kilczewski is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, 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

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

Brian's spouse owns The Peaceful Stitch, LLC, a crochet craft business. Brian helps with setting up and breaking down the display at local craft markets, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
May 2024 - Present · 2 yrs
Raymond James & Associates, INC.Broker
May 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Advisors
March 2014 - May 2024 · 10 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
March 2014 - May 2024 · 10 yrs 2 mos
B. C. Ziegler and Company
May 2013 - April 2014 · 11 mos
B. C. Ziegler and CompanyBroker
May 2013 - April 2014 · 11 mos
Ameriprise Financial Services, INC.
April 2012 - April 2013 · 1 yr
Ameriprise Financial Services, INC.Broker
April 2012 - April 2013 · 1 yr
Morgan Stanley Smith Barney LLC
July 2010 - April 2012 · 1 yr 9 mos
Morgan Stanley Smith BarneyBroker
June 2010 - April 2012 · 1 yr 10 mos
Ameriprise Advisor Services, INC.
June 2003 - March 2009 · 5 yrs 9 mos
Ameriprise Advisor Services, INC.Broker
October 1993 - March 2009 · 15 yrs 5 mos
Chatfield Dean & CO., INC.Broker
July 1993 - October 1993 · 3 mos
State Registrations38 states
ALARAZCACOCTDCFLGAIDILINKSLAMAMDMIMNMOMSMTNCNHNJNMNVNYOHOKORPASCTNTXVAVTWAWI
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.
Brian Kilczewski - Financial Advisor | TrueAdvisor