Endry Surjanto
Endry Surjanto is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cupertino, CA, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
19200 Stevens Creek Blvd Suite 240, Cupertino, CA, 95014
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2013Customer Dispute
January 2008Customer Dispute
October 2007Other Business Activities
Endry is an associate/employee at Addison Avenue Investment Services, providing financial advice. He also serves as an officer/president for both ATS Wealth Circle LLC and EACS Corporation, offering wealth management, financial, and investment services, dedicating nearly full-time hours to each. Additionally, Endry works as a financial advisor for the Investment Services Division of First Tech Fed Credit Union, also dedicating nearly full-time hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Addison Avenue Financial Partners, LLC
Essex National Securities, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
State Registrations21 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.