AS
AS

Antonio Sordillo

18 Years of Experience
Burlington, MA
1 DisclosureBroker

Antonio Sordillo is a registered investment advisor at Raymond James & Associates, INC., based in Burlington, MA, with 18 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

20 Burlington Mall Rd, Suite 440, Burlington, MA, 01803

Get directions

History

Regulatory History (1)
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Customer Dispute
May 2010
Denied
Other Business Activities

Antonio owns rental real estate property since 2010, dedicating minimal time to it. He is also a member of SAG-AFTRA as an actor, but is currently inactive and spends minimal time on this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
July 2020 - Present · 5 yrs 10 mos
Raymond James & Associates, INC.
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2010 - July 2020 · 10 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2010 - July 2020 · 10 yrs 6 mos
Banc of America Investment Services, INC.
June 2008 - March 2009 · 9 mos
Banc of America Investment Services, INC.Broker
September 2006 - March 2009 · 2 yrs 6 mos
Edward JonesBroker
August 2005 - September 2005 · 1 mo
State Registrations25 states
CACOCTDCFLGAHIKSMAMDMEMIMNNCNHNJNVNYOHPARISCVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.