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Matthew Mehltretter

26 Years of Experience
Saint Petersburg, FL
Broker

Matthew Mehltretter is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Petersburg, 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 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, Saint Petersburg, FL, 33716

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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 Financial Services Advisors, INC
May 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.
April 2007 - Present · 19 yrs 5 mos
Raymond James Financial Services, INC.Broker
April 2007 - Present · 19 yrs 5 mos
Previous Registrations
Raymond James Financial Services
April 2007 - October 2009 · 2 yrs 6 mos
Pfg Financial Advisors
June 2006 - December 2006 · 6 mos
Walnut Street Securities, INC.Broker
September 2003 - February 2007 · 3 yrs 5 mos
Park Avenue Securities LLCBroker
October 1999 - September 2003 · 3 yrs 11 mos
State Registrations17 states
AKAZCACOFLHIIDKSMTNMNVOKORTXUTWAWY
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.