SG
SG

Sydney Gomez

27 Years of Experience
Orlando, FL
Broker

Sydney Gomez is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Orlando, FL, with 27 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

720 Rugby Street, Suite200, Orlando, FL, 32804

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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

Sydney is an officer (Treasurer, President, and Secretary) and owner of Orlando Wealth Management since 2021. Sydney spends about half of her time on this business, with about 10-20% of her time dedicated during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2009 - Present · 17 yrs 2 mos
Raymond James Financial Services, INC.Broker
April 2006 - Present · 20 yrs 1 mo
Previous Registrations
401kapow
April 2012 - December 2015 · 3 yrs 8 mos
Raymond James Financial Services
May 2006 - October 2009 · 3 yrs 5 mos
Raymond James & Associates, INC.
January 2001 - May 2006 · 5 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2001 - May 2006 · 5 yrs 4 mos
Investacorp, INC.Broker
June 1998 - December 2000 · 2 yrs 6 mos
State Registrations22 states
ARAZCACOCTFLGAILLAMDMIMONCNJNYOKORPASCTXVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Sydney Gomez - Financial Advisor | TrueAdvisor