Colby Masterson
Colby Masterson is a registered investment advisor at Raymond James Financial Services Advisors, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2713 1st Avenue N., St. Petersburg, FL, 33713
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Regulatory History
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 →Other Business Activities
Colby is a partner in COBYMARK, LLC, a real estate holding company, and SonHaven Holdings. He is also a co-owner of Frey, Masterson & Associates Investment Advisors LLC and a board member of Give Hope Foundation, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Northern Trust Securities, INC.Broker
JonestradingBroker
State Registrations25 states
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