Randall Watsek
Randall Watsek is a CFA, CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Somers, NY, with 15 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
341 Route 202, Suite 1A, Somers, NY, 10589
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Randall is the acting trustee for Dorothy's trust and estate, dedicating a few hours per week. He is also an author of poetry books and editor of literary works, also dedicating a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Dalton, Greiner, Hartman, Maher & CO., LLC
State Registrations28 states
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