PA
CFP
PA
CFP

Pablo Annovelli

21 Years of Experience
Miami, FL
Broker

Pablo Annovelli is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Miami, FL, 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

600 Brickell Avenue, Suites 1875 and 2250, Miami, FL, 33131

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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.
April 2021 - Present · 5 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2018 - April 2021 · 2 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
August 2018 - April 2021 · 2 yrs 8 mos
UBS Financial Services INC.
December 2011 - October 2018 · 6 yrs 10 mos
UBS Financial Services INC.Broker
December 2011 - October 2018 · 6 yrs 10 mos
Hsbc Securities (USA) INC.
February 2008 - December 2011 · 3 yrs 10 mos
Hsbc Securities (USA) INC.Broker
January 2008 - December 2011 · 3 yrs 11 mos
UBS Financial Services INC.
December 2004 - January 2008 · 3 yrs 1 mo
UBS Financial Services INC.Broker
November 2004 - January 2008 · 3 yrs 2 mos
State Registrations6 states
CADEFLNYTXWY
AdvisorBrokerBoth

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
No exam information available for this advisor.