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Donald Elster

30 Years of Experience
Houston, TX
Broker

Donald Elster is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 30 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

15375 Memorial Drive, Suite 350, Houston, TX, 77079

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Wells Fargo Advisors, LLC
July 2003 - October 2016 · 13 yrs 3 mos
Wells Fargo Advisors, LLCBroker
July 2003 - October 2016 · 13 yrs 3 mos
Prudential Securities Incorporated
December 1995 - July 2003 · 7 yrs 7 mos
Prudential Securities IncorporatedBroker
November 1995 - July 2003 · 7 yrs 8 mos
State Registrations12 states
ALAZCACOFLLAMTNCNYTXUTVA
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.