DS
DS

Debra Szymanski

9 Years of Experience
St. Petersburg, FL
Broker

Debra Szymanski is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 9 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
Loading...

Location

880 Carillon Parkway, St. Petersburg, FL, 33716

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
April 2023 - Present · 3 yrs 3 mos
Raymond James & Associates, INC.Broker
April 2023 - Present · 3 yrs 3 mos
Raymond James Financial Services Advisors, INC
April 2023 - Present · 3 yrs 3 mos
Raymond James Financial Services, INC.
April 2023 - Present · 3 yrs 3 mos
Raymond James & Associates, INC.
April 2023 - Present · 3 yrs 3 mos
Raymond James & Associates, INC.
April 2023 - Present · 3 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
February 2023 - April 2023 · 2 mos
LPL Financial LLC
February 2023 - April 2023 · 2 mos
Stifel, Nicolaus & Company, Incorporated
October 2017 - January 2023 · 5 yrs 3 mos
Stifel, Nicolaus & Company, IncorporatedBroker
February 2017 - January 2023 · 5 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Debra Szymanski - Financial Advisor | TrueAdvisor