SP
SP

Simone Pitter

22 Years of Experience
Ponte Vedra Beach, FL
Broker

Simone Pitter is a registered investment advisor at Raymond James & Associates, INC., based in Ponte Vedra Beach, FL, with 22 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

814 A1A North, SUITES 100 and 303, Ponte Vedra Beach, FL, 32082

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
March 2021 - Present · 5 yrs 2 mos
Raymond James & Associates, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Morgan Stanley
December 2010 - January 2021 · 10 yrs 1 mo
Morgan StanleyBroker
November 2010 - January 2021 · 10 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - December 2010 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - December 2010 · 1 yr 2 mos
Banc of America Investment Services, INC.
October 2008 - October 2009 · 1 yr
Banc of America Investment Services, INC.Broker
January 2007 - October 2009 · 2 yrs 9 mos
Banc of America Investment Services, INC.Broker
June 2005 - November 2006 · 1 yr 5 mos
Vision Investment Services, INC.Broker
January 2005 - May 2005 · 4 mos
Northern Trust Securities, INC.Broker
November 2004 - May 2005 · 6 mos
Suntrust Securities, INC.Broker
August 2003 - October 2004 · 1 yr 2 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Simone Pitter - Financial Advisor | TrueAdvisor