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Walter Wydo
27 Years of Experience
West Hartford, CT
1 DisclosureBroker
Walter Wydo is a registered investment advisor at Raymond James & Associates, INC., based in West Hartford, CT, 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 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
29 South Main Street, Suite 210, West Hartford, CT, 06107
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2006Closed-No Action
Employment History
Current Registrations
Raymond James & Associates, INC.
May 2015 - Present · 11 yrs
Raymond James & Associates, INC.Broker
May 2015 - Present · 11 yrs
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - May 2015 · 7 yrs 4 mos
Wells Fargo Advisors, LLCBroker
January 2008 - May 2015 · 7 yrs 4 mos
A. G. Edwards & Sons, INC.
February 2002 - January 2008 · 5 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
August 1998 - January 2008 · 9 yrs 5 mos
State Registrations29 states
AZCACOCTDCDEFLGAILINMAMDMEMONCNHNJNVNYOHPARISCSDUTVAVirgin IslandsWAWI
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.