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Harold Heidersdorf

19 Years of Experience
Juneau, AK
Broker

Harold Heidersdorf is a registered investment advisor at Raymond James & Associates, INC., based in Juneau, AK, with 19 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

8390 Airport Blvd, Suite 102, Juneau, AK, 99801

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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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Other Business Activities

Harold owns rental real estate property since 2004 and spends minimal time maintaining it. This activity is investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
January 2025 - Present · 1 yr 4 mos
Raymond James & Associates, INC.
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2010 - January 2025 · 14 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2010 - January 2025 · 14 yrs 2 mos
Morgan Stanley Smith Barney LLC
June 2009 - November 2010 · 1 yr 5 mos
Morgan Stanley Smith BarneyBroker
June 2009 - November 2010 · 1 yr 5 mos
Citigroup Global Markets INC.
May 2006 - June 2009 · 3 yrs 1 mo
Citigroup Global Markets INC.Broker
April 2006 - June 2009 · 3 yrs 2 mos
State Registrations36 states
AKALARAZCACODEFLGAHIIDKSKYMAMDMEMIMNMOMTNCNENMNVNYOHORPASCTNUTVAVTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Harold Heidersdorf - Financial Advisor | TrueAdvisor