Karl Cedarleaf
Karl Cedarleaf is a registered investment advisor at Raymond James & Associates, INC., based in Rochester, NY, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
100 Meridian Centre, Suite 315, Rochester, NY, 14618
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Karl is a committee member for Ducks Unlimited, Cub Master for Cub Scouts, and a member of the American Legion. These activities are civic/fraternal in nature and take minimal time each month.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Key Investment Services LLCBroker
Key Investment Services LLC
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Hsbc Brokerage (USA) INC.Broker
Allmerica Investments, INC.Broker
State Registrations12 states
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