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Pasquale Evangelista

Raymond James & Associates, INC.
31 Years of Experience
Naples, FL
2 DisclosuresBroker
View SEC Summary
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Pasquale Evangelista is a registered investment advisor at Raymond James & Associates, INC., based in Naples, FL, with 31 years of industry experience. Pasquale 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

1421 Pine Ridge Road, Suite 300, Naples, FL, 34109

Get directions

History

Regulatory History (2)
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
December 2025
Denied
Customer Dispute
June 2024
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Pasquale volunteers as a baseball coach at Bishop Verot Catholic High School since January 2023. This takes about 10-20% of his time, with a few hours per week occurring during trading hours.

Employment History
Current Registrations
Raymond James & Associates, INC.
March 2010 - Present · 16 yrs 7 mos
Raymond James & Associates, INC.Broker
March 2010 - Present · 16 yrs 7 mos
Previous Registrations
M&i Financial Advisors, INC.
July 2006 - March 2010 · 3 yrs 8 mos
M&i Financial Advisors, INCBroker
July 2006 - April 2010 · 3 yrs 9 mos
Morgan Stanley
November 2000 - July 2006 · 5 yrs 8 mos
Morgan Stanley Dw INC.Broker
November 2000 - July 2006 · 5 yrs 8 mos
Prudential Securities IncorporatedBroker
December 1994 - October 2000 · 5 yrs 10 mos
State Registrations31 states
ALARAZCACOCTDCDEFLGAILKSMAMIMONCNDNJNYOHOKORPASCTNTXVAVTWIWVWY
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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