HS
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Haim Sander
26 Years of Experience
Fort Myers, FL
2 DisclosuresBroker
Haim Sander is a registered investment advisor at Raymond James & Associates, INC., based in Fort Myers, 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
14541 Hope Center Loop, Suite 101, Fort Myers, FL, 33912
Get directionsHistory
Regulatory History (2)
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Customer Dispute
June 2009Settled
Customer Dispute
September 2000Closed-No Action
Other Business Activities
Haim has a 10% ownership stake in Postleague, a fantasy football app, since 2021. He spends a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
September 2025 - Present · 1 yr
Raymond James & Associates, INC.Broker
September 2025 - Present · 1 yr
Previous Registrations
Wells Fargo Advisors
March 2009 - October 2025 · 16 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
March 2009 - October 2025 · 16 yrs 7 mos
Banc of America Investment Services, INC.
August 2004 - March 2009 · 4 yrs 7 mos
Banc of America Investment Services, INC.Broker
July 2004 - March 2009 · 4 yrs 8 mos
Morgan Stanley
July 1999 - August 2004 · 5 yrs 1 mo
Morgan Stanley Dw INC.Broker
July 1999 - August 2004 · 5 yrs 1 mo
State Registrations33 states
ALAZCACOCTDEFLGAHIIAILINKSKYMDMIMNMOMSMTNCNJNYOHPARISCTXUTVAVTWAWI
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.