DB
DB

Damien Bertucelli

23 Years of Experience
Tampa, FL
Broker

Damien Bertucelli is a registered investment advisor at Raymond James & Associates, INC., based in Tampa, FL, with 23 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

100 North Tampa, Suite 2400, Tampa, FL, 33602

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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.

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Other Business Activities

Damien is the CEO of Tampa Bay Businesses For Culture And the Arts, a non-profit organization, dedicating a few hours per week. He is also a board member/officer/director for the Warehouse Arts District Association, spending minimal time on this role.

Employment History
Current Registrations
Raymond James & Associates, INC.
November 2004 - Present · 21 yrs 6 mos
Raymond James & Associates, INC.
May 2002 - Present · 24 yrs
Raymond James & Associates, INC.Broker
May 2002 - Present · 24 yrs
State Registrations27 states
AZCACOCTDCFLGAILLAMAMDMIMNMOMSNCNHNJNVNYOHPASCTXVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Damien Bertucelli - Financial Advisor | TrueAdvisor