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Thomas Udovich

Raymond James Financial Services Advisors, INC
32 Years of Experience
Palm Beach Gardens, FL
1 DisclosureBroker
View SEC Summary
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Thomas Udovich is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Palm Beach Gardens, FL, with 32 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

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

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

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

Location

3601 Pga Blvd, Suite 301, Palm Beach Gardens, FL, 33410

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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
November 2014
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Thomas is a partner and financial advisor at Acadium Financial Partners since 2019. He spends minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2019 - Present · 7 yrs 5 mos
Raymond James Financial Services, INC.Broker
May 2019 - Present · 7 yrs 5 mos
Previous Registrations
Suntrust Advisory Services, INC.
August 2016 - May 2019 · 2 yrs 9 mos
Suntrust Investment Services, INC.
April 2005 - December 2016 · 11 yrs 8 mos
Suntrust Investment Services, INC.Broker
November 2004 - May 2019 · 14 yrs 6 mos
Morgan Keegan & Company, INC.
July 2004 - November 2004 · 4 mos
Morgan Keegan & Company, INC.Broker
July 2004 - November 2004 · 4 mos
Union Planters Investment Advisors, INC.
June 2003 - August 2004 · 1 yr 2 mos
Pfic Securities CorporationBroker
May 2003 - August 2004 · 1 yr 3 mos
Quick & Reilly, INC.
September 2001 - May 2003 · 1 yr 8 mos
Quick & Reilly, INC.Broker
September 2001 - May 2003 · 1 yr 8 mos
TD Waterhouse Investor Services, INC.Broker
July 1994 - September 2001 · 7 yrs 2 mos
State Registrations32 states
ALCACOCTDEFLGAILINLAMAMDMEMIMNMOMSNCNENHNJNVNYOHOKORPASCTNTXUTVA
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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