SC
SC
Scott Casimiri
21 Years of Experience
St. Petersburg, FL
2 DisclosuresBroker
Scott Casimiri is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 21 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
880 Carillon Parkway, St. Petersburg, FL, 33716
Get directionsHistory
Regulatory History (2)
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Financial
March 2022Final
Judgment / Lien
February 2021Employment History
Current Registrations
Raymond James & Associates, INC.
August 2010 - Present · 15 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2010 - Present · 15 yrs 9 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
March 2009 - August 2010 · 1 yr 5 mos
Raymond James Financial Services
January 2007 - October 2009 · 2 yrs 9 mos
Raymond James Financial Services, INC.Broker
May 2006 - August 2010 · 4 yrs 3 mos
Raymond James & Associates, INC.Broker
June 2004 - May 2006 · 1 yr 11 mos
State Registrations1 state
FL
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.