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Haim Sander

Raymond James & Associates, INC.
27 Years of Experience
Fort Myers, FL
2 DisclosuresBroker
View SEC Summary
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Haim Sander is a registered investment advisor at Raymond James & Associates, INC., based in Fort Myers, FL, with 27 years of industry experience. Haim is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

14541 Hope Center Loop, Suite 101, Fort Myers, FL, 33912

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2009
Settled
Customer Dispute
September 2000
Closed-No Action
View Full SEC ReportHow to Read Disclosures
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 1 mo
Raymond James & Associates, INC.Broker
September 2025 - Present · 1 yr 1 mo
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.
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