AO
AO

Angelo Oddo

26 Years of Experience
Melbourne, FL
Broker

Angelo Oddo is a registered investment advisor at Raymond James & Associates, INC., based in Melbourne, FL, with 26 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

709 S. Harbor City Blvd, Suite 510, Melbourne, FL, 32901

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
May 2015 - Present · 11 yrs 4 mos
Raymond James & Associates, INC.Broker
August 2014 - Present · 12 yrs 1 mo
Previous Registrations
RBC Capital Markets, LLCBroker
June 2010 - February 2014 · 3 yrs 8 mos
J.P. Morgan Securities INC.Broker
January 2003 - June 2010 · 7 yrs 5 mos
J.P. Morgan Clearing CORP.Broker
January 2003 - December 2008 · 5 yrs 11 mos
TD Waterhouse Investor Services, INC.Broker
August 1998 - November 2002 · 4 yrs 3 mos
State Registrations26 states
AKALARCACOFLGAKYLAMAMDMEMONCNHNJNMNYORPASCTNTXVAWAWI
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.
Angelo Oddo - Financial Advisor | TrueAdvisor