Reza Mollabashy
Reza Mollabashy is a registered investment advisor at Raymond James & Associates, INC., based in Carmel, IN, with 22 years of industry experience. Reza is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
11611 N Meridian St, Ste 600, Carmel, IN, 46032-7118
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2008Other 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.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations26 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.
Exams
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