JM
JM

Joseph Musumeci

22 Years of Experience
Fort Lauderdale, FL
Broker

Joseph Musumeci is a registered investment advisor at Raymond James & Associates, INC., based in Fort Lauderdale, 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

201 E. Las Olas Blvd., Suite 1630, Fort Lauderdale, FL, 33301

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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 2011 - Present · 15 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2011 - Present · 15 yrs 2 mos
Previous Registrations
Raymond James & Associates, INC.
March 2011 - March 2011 · 0 mos
RBC Capital Markets, LLC
October 2009 - April 2011 · 1 yr 6 mos
RBC Capital Markets, LLCBroker
October 2009 - April 2011 · 1 yr 6 mos
J. B. Hanauer & CO.
June 2005 - October 2009 · 4 yrs 4 mos
J. B. Hanauer & CO.Broker
July 2004 - October 2009 · 5 yrs 3 mos
Oppenheimer & CO. INC.Broker
February 2004 - March 2004 · 1 mo
Brookstreet Securities CorporationBroker
August 2003 - February 2004 · 6 mos
State Registrations9 states
FLMAMDNJNYOHPAVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Joseph Musumeci - Financial Advisor | TrueAdvisor