EL
CFP
EL
CFP

Emmanuel Lelekis

18 Years of Experience
St. Petersburg, FL
Broker

Emmanuel Lelekis is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, 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

880 Carillon Parkway, St. Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Emmanuel acts as trustee for his son's and daughter's trust accounts, as well as managing a trust for his father's income and his own benefit. These activities require minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.
May 2024 - Present · 2 yrs 2 mos
Raymond James & Associates, INC.Broker
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
Wells Fargo Advisors
August 2007 - May 2024 · 16 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
July 2007 - May 2024 · 16 yrs 10 mos
State Registrations38 states
ALARAZCACOCTDCFLGAIDILINKSLAMAMDMIMNMOMSMTNCNHNJNMNVNYOHOKORPASCTNTXVAVTWAWI
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.