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George Fellios
29 Years of Experience
Tampa, FL
2 DisclosuresBroker
George Fellios is a registered investment advisor at Raymond James & Associates, INC., based in Tampa, FL, 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 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
1646 W. Snow Avenue, Suite 4, Tampa, FL, 33606
Get directionsHistory
Regulatory History (2)
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Customer Dispute
June 2010Denied
Criminal
March 1995Final Disposition
Employment History
Current Registrations
Raymond James & Associates, INC.
February 2026 - Present · 3 mos
Raymond James & Associates, INC.Broker
February 2026 - Present · 3 mos
Previous Registrations
Wells Fargo Advisors
July 2003 - February 2026 · 22 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - February 2026 · 22 yrs 7 mos
Prudential Securities Incorporated
June 1997 - July 2003 · 6 yrs 1 mo
Prudential Securities IncorporatedBroker
March 1997 - July 2003 · 6 yrs 4 mos
Franklin/templeton Distributors, INC.Broker
August 1996 - October 1996 · 2 mos
State Registrations14 states
CACOCTFLGAILMIMONCNJNYSCTNTX
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.