Steven Schmitt
Steven Schmitt is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Paramus, NJ, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
61 South Paramus Road, Suite 360, Paramus, NJ, 07652
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2025Customer Dispute
December 2023Other Business Activities
Steven co-owns rental properties in East Stroudsburg, PA (since 2005), Plattsburg, MO (since 2015), and Bradenton, FL (since 2016). He spends minimal time per month on each property as a landlord.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Aetna Investment Services, LLCBroker
State Registrations52 states
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.