Raymond Sardina
Raymond Sardina is a registered investment advisor at Janney Montgomery Scott LLC, based in Coral Gables, FL, with 25 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.
Location
255 Alhambra Circle, Suite 201, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2022Regulatory
March 2022Regulatory
March 2015Other Business Activities
Raymond owns rental property in Cutler Bay, FL, since 2005, managing the property and collecting rent. This investment-related activity requires minimal time.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations33 states
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.