SG
SG

Salvatore Gandolfo

17 Years of Experience
Clarence Center, NY
Broker

Salvatore Gandolfo is a registered investment advisor at Raymond James & Associates, INC., based in Clarence Center, NY, 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

Clarence Center, NY

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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

Salvatore is a partner in Fordham School LLC, managing an Airbnb listing and owning a condo in Florida for rental purposes. These activities require minimal time commitment.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2024 - Present · 2 yrs 1 mo
Raymond James & Associates, INC.Broker
August 2024 - Present · 2 yrs 1 mo
Raymond James & Associates, INC.
August 2024 - Present · 2 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2010 - August 2024 · 13 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2010 - August 2024 · 13 yrs 9 mos
Federated Securities CORP.
November 2009 - October 2010 · 11 mos
Federated Investment Counseling
August 2008 - October 2010 · 2 yrs 2 mos
Federated Securities CORP.Broker
July 2008 - October 2010 · 2 yrs 3 mos
State Registrations40 states
ALAZCACOCTDCDEFLGAIDILINKSKYLAMAMDMEMIMOMTNCNENHNJNMNVNYOHORPASCTNTXUTVAVTVirgin IslandsWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.