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Richard Sjostedt

29 Years of Experience
Mansfield, OH
Broker

Richard Sjostedt is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mansfield, OH, with 29 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

103 S Diamond St, Mansfield, OH, 44902

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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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Other Business Activities

Richard oversees nine residential rental units, dedicating a few hours per week to this activity. He is also a managing partner at Platinum Family Wealth, a support company, spending minimal time on this.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2020 - Present · 5 yrs 11 mos
Raymond James Financial Services, INC.Broker
October 2020 - Present · 5 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 1996 - October 2020 · 24 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1996 - October 2020 · 24 yrs 3 mos
State Registrations21 states
CACOFLGAIDILINKYMDMIMNNCNENVNYOHPATNTXVAWA
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.
Richard Sjostedt - Financial Advisor | TrueAdvisor