Doina Pinto
Doina Pinto is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rhinebeck, NY, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6811 Route 9, Suite 9, Rhinebeck, NY, 12572
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Regulatory History
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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Doina works as a Registered Client Service Associate for Rhinebeck Wealth Advisors since 2018, dedicating about half of her time to this role. This activity is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations30 states
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