RM
RM

Reza Mollabashy

21 Years of Experience
Carmel, IN
1 DisclosureBroker

Reza Mollabashy is a registered investment advisor at Raymond James & Associates, INC., based in Carmel, IN, with 21 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

11611 N Meridian St, Ste 600, Carmel, IN, 46032-7118

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History

Regulatory History (1)
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Customer Dispute
August 2008
Settled
Other Business Activities

Reza works part-time at the YMCA as a group fitness instructor, dedicating minimal time. He also serves as an advisor to the Indianapolis Youth Hockey Association - Jr Fuel, focusing on budget, policy, and strategic planning, requiring minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2006 - Present · 20 yrs 3 mos
Raymond James & Associates, INC.Broker
June 2006 - Present · 20 yrs 3 mos
Previous Registrations
Morgan Stanley
November 2004 - June 2006 · 1 yr 7 mos
Morgan Stanley Dw INC.Broker
September 2004 - June 2006 · 1 yr 9 mos
State Registrations25 states
AZCACODCDEFLGAIDILINKSMDMEMIMSNCNMNVOHPASCTXWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.