CT
CFP
CT
CFP

Chad Tortorice

24 Years of Experience
Tampa, FL
Broker

Chad Tortorice is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Tampa, FL, with 24 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
Loading...

Location

1101 W Swann Ave, Tampa, FL, 33606

Get directions

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.

Learn about disclosures →
Other Business Activities

Chad is a partner in WSPRJ, LLC since 2018, dedicating minimal time to this role. He is one member of the LLC.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2005 - Present · 20 yrs 10 mos
Raymond James & Associates, INC.Broker
September 2005 - Present · 20 yrs 10 mos
Raymond James & Associates, INC.
September 2005 - Present · 20 yrs 10 mos
Previous Registrations
Edward JonesBroker
May 2001 - September 2005 · 4 yrs 4 mos
State Registrations19 states
ALCACODCDEFLGAILINMDMIMSNCNYORSCVAWAWI
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.