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Gerald Saelzer

Raymond James & Associates, INC.
32 Years of Experience
Stuart, FL
1 DisclosureBroker
View SEC Summary
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Gerald Saelzer is a registered investment advisor at Raymond James & Associates, INC., based in Stuart, FL, with 32 years of industry experience. Gerald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

309 S.E. Osceola Street, Suite 300, Stuart, FL, 34994

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2001
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gerald is a passive investor in Zounds Great LLC and two other LLCs (NMS Brand Investors LLC and NMS Crescent Oaks LLC). He also serves as a trustee/successor trustee for the Patricia C. Hassett Revocable Living Trust, dedicating minimal time to these activities.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2008 - Present · 18 yrs
Raymond James & Associates, INC.Broker
October 2008 - Present · 18 yrs
Previous Registrations
Wachovia Securities, LLCBroker
January 2008 - October 2008 · 9 mos
Wachovia Securities, LLC
January 2008 - October 2008 · 9 mos
A. G. Edwards & Sons, INC.
July 1994 - January 2008 · 13 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
October 1993 - January 2008 · 14 yrs 3 mos
State Registrations41 states
AKALARAZCACOCTDCDEFLGAILINKSKYLAMAMDMIMNMOMTNCNHNJNMNVNYOHOKORPARISCTNTXVAVTWAWIWV
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.
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