RB
RB
Richard Bondi
25 Years of Experience
Cranberry Township, PA
1 DisclosureBroker
Richard Bondi is a registered investment advisor at Raymond James & Associates, INC., based in Cranberry Township, PA, with 25 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
800 Cranberry Woods Drive, Suite 200, Cranberry Township, PA, 16066
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2009Settled
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2025 - Present · 10 mos
Raymond James & Associates, INC.
September 2025 - Present · 10 mos
Previous Registrations
RBC Capital Markets, LLCBroker
April 2015 - September 2025 · 10 yrs 5 mos
RBC Capital Markets, LLC
April 2015 - September 2025 · 10 yrs 5 mos
Morgan Stanley
June 2009 - April 2015 · 5 yrs 10 mos
Morgan StanleyBroker
June 2009 - April 2015 · 5 yrs 10 mos
Citigroup Global Markets INC.
May 2008 - June 2009 · 1 yr 1 mo
Citigroup Global Markets INC.Broker
April 2007 - June 2009 · 2 yrs 2 mos
Hefren-Tillotson, INC.
May 2002 - May 2007 · 5 yrs
Hefren-Tillotson, INC.Broker
November 2001 - May 2007 · 5 yrs 6 mos
First Union Securities, INC.Broker
September 2000 - October 2001 · 1 yr 1 mo
State Registrations9 states
FLMINCNHNYOHPASCVA
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.