FM
FM

Francesco Martello

21 Years of Experience
Hackensack, NJ
Broker

Francesco Martello is a registered investment advisor at Raymond James & Associates, INC., based in Hackensack, NJ, 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

401 Hackensack Ave., Suite 803, Hackensack, NJ, 07601

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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.
July 2022 - Present · 3 yrs 10 mos
Raymond James & Associates, INC.Broker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Allianz Global Investors Distributors LLCBroker
May 2010 - February 2016 · 5 yrs 9 mos
Alliancebernstein L.P.
January 2004 - August 2011 · 7 yrs 7 mos
Alliancebernstein Investments, INC.Broker
January 2004 - May 2010 · 6 yrs 4 mos
Morgan Stanley
July 2002 - November 2003 · 1 yr 4 mos
Morgan Stanley Dw INC.Broker
August 1998 - November 2003 · 5 yrs 3 mos
State Registrations19 states
CACTDEFLGAILLAMDNCNJNVNYOHPAPRSDTNVAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Francesco Martello - Financial Advisor | TrueAdvisor