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Lawrence Gonnello

Raymond James & Associates, INC.
31 Years of Experience
Palm Beach Gardens, FL
1 DisclosureBroker
View SEC Summary
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Lawrence Gonnello is a registered investment advisor at Raymond James & Associates, INC., based in Palm Beach Gardens, FL, with 31 years of industry experience. Lawrence 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

3399 Pga Blvd., Suite 200, 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
June 2000
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Lawrence is a board member/director for Home Safe, an agency for abused children, since June 2014. He attends a monthly board meeting and provides guidance, dedicating minimal time to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2016 - Present · 10 yrs 1 mo
Raymond James & Associates, INC.
September 2016 - Present · 10 yrs 1 mo
Previous Registrations
Deutsche Bank Securities INC.
June 2013 - September 2016 · 3 yrs 3 mos
Deutsche Bank Securities INC.Broker
June 2013 - September 2016 · 3 yrs 3 mos
Morgan StanleyBroker
June 2009 - June 2013 · 4 yrs
Morgan Stanley
June 2009 - June 2013 · 4 yrs
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
June 2004 - February 2006 · 1 yr 8 mos
Legg Mason Wood Walker, IncorporatedBroker
May 2004 - February 2006 · 1 yr 9 mos
Citigroup Global Markets INC.Broker
June 1999 - May 2004 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1997 - June 1999 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1997 - November 1997 · 9 mos
Uslife Equity Sales CORP.Broker
May 1996 - January 1997 · 8 mos
Northwestern Mutual Investment Services, INC.Broker
March 1995 - May 1996 · 1 yr 2 mos
Robert W. Baird & CO. IncorporatedBroker
March 1995 - April 1996 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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