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Tanya Wandoff

17 Years of Experience
Stuart, FL
Broker

Tanya Wandoff is a registered investment advisor at Raymond James & Associates, INC., based in Stuart, FL, with 17 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

309 S.E. Osceola Street, Suite 300, Stuart, FL, 34994

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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.
July 2017 - Present · 8 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
June 2014 - August 2017 · 3 yrs 2 mos
UBS Financial Services INC.Broker
June 2014 - August 2017 · 3 yrs 2 mos
Morgan Stanley
September 2010 - May 2014 · 3 yrs 8 mos
Morgan StanleyBroker
June 2009 - May 2014 · 4 yrs 11 mos
Morgan Stanley & CO. IncorporatedBroker
January 2009 - June 2009 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Tanya Wandoff - Financial Advisor | TrueAdvisor