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Andrew Bageris

31 Years of Experience
Farmington Hills, MI
Broker

Andrew Bageris is a registered investment advisor at Raymond James & Associates, INC., based in Farmington Hills, MI, 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

31500 Northwestern Highway, Suite 150, Farmington Hills, MI, 48334

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Andrew is a silent partner in Lucky Dog, a business in Garden City, MI, since 2020. He dedicates a few hours per week to this non-investment related activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2010 - Present · 15 yrs 7 mos
Raymond James & Associates, INC.
June 1998 - Present · 27 yrs 11 mos
Raymond James & Associates, INC.Broker
June 1998 - Present · 27 yrs 11 mos
Previous Registrations
Roney & CO.Broker
May 1998 - September 1999 · 1 yr 4 mos
Roney & CO. L.L.C.Broker
March 1995 - May 1998 · 3 yrs 2 mos
State Registrations27 states
ALAZCACOCTDCFLGAIAILKSKYMDMIMONCNENMNVNYOHORPATNTXVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.