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Thomas Sonnentag

21 Years of Experience
St. Petersburg, FL
Broker

Thomas Sonnentag is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 21 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

880 Carillon Parkway, St. Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Thomas is a limited partner in Cobham Group, Inc., a family limited partnership that trades and holds publicly traded companies. His role is passive.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2018 - Present · 8 yrs 1 mo
Raymond James & Associates, INC.
April 2018 - Present · 8 yrs 1 mo
Raymond James Financial Services, INC.
April 2018 - Present · 8 yrs 1 mo
Raymond James & Associates, INC.
April 2018 - Present · 8 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2018 - Present · 8 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Investment Centers of America, INC.
January 2015 - April 2018 · 3 yrs 3 mos
Invest Financial CorporationBroker
September 2011 - April 2018 · 6 yrs 7 mos
National Planning CorporationBroker
September 2011 - April 2018 · 6 yrs 7 mos
Investment Centers of America, INC.
September 2005 - December 2014 · 9 yrs 3 mos
Investment Centers of America, INC.Broker
May 2005 - April 2018 · 12 yrs 11 mos
Sii Investments, INC.
January 2005 - April 2018 · 13 yrs 3 mos
Sii Investments, INC.Broker
August 2004 - April 2018 · 13 yrs 8 mos
State Registrations2 states
FLWI
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.