TrueAdvisor
TrueAdvisor
MA
MA

Molly Ambrosino

Raymond James Financial Services Advisors, INC
22 Years of Experience
St Petersburg, FL
1 DisclosureBroker
View SEC Summary
View SEC Summary

Molly Ambrosino is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St Petersburg, FL, with 22 years of industry experience. Molly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

880 Carillon Parkway, St Petersburg, FL, 33716

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
July 2020
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2019 - Present · 7 yrs 6 mos
Raymond James Financial Services, INC.
March 2019 - Present · 7 yrs 7 mos
Raymond James Financial Services, INC.Broker
March 2019 - Present · 7 yrs 7 mos
Previous Registrations
Invest Financial Corporation
January 2017 - March 2018 · 1 yr 2 mos
Invest Financial CorporationBroker
December 2016 - March 2018 · 1 yr 3 mos
Lasalle St. Investment Advisors, L.L.C.
October 2015 - October 2016 · 1 yr
Lasalle St Securities, L.L.C.Broker
September 2015 - October 2016 · 1 yr 1 mo
Regal Advisory Services, INC.
December 2014 - September 2015 · 9 mos
Regal Securities, INC.Broker
December 2014 - September 2015 · 9 mos
Optionsxpress, INC.Broker
June 2012 - July 2014 · 2 yrs 1 mo
Brokersxpress LLCBroker
August 2011 - December 2012 · 1 yr 4 mos
Brokersxpress LLC
August 2011 - December 2012 · 1 yr 4 mos
Wayne Hummer Investments L.L.C.
June 2011 - August 2011 · 2 mos
Wayne Hummer Investments L.L.C.Broker
August 2010 - August 2011 · 1 yr
Centaurus Financial, INC.Broker
February 2004 - January 2010 · 5 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
October 2001 - November 2003 · 2 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
More Advisors
More financial advisors in St Petersburg, FL →All financial advisors in Florida →