Matthew Schmidt
Matthew Schmidt is a registered investment advisor at Raymond James & Associates, INC., based in Pensacola, FL, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
19 West Garden Street, Suite 210, Pensacola, FL, 32502
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2009Other Business ActivitiesSells Insurance
Matthew owns rental real estate through the Schmidt Family 2012 Trust and works as an associate/employee at SmartBank and SmartBank Investment Services, spending about half his time on these roles. He also works as an agent for The Rains Agency, selling non-variable insurance products a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations10 states
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