DM
CFP
DM
CFP

Donovan Mufdi

17 Years of Experience
Saint Petersburg, FL
Broker

Donovan Mufdi is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Petersburg, 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 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, Saint Petersburg, FL, 33716

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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 Financial Services Advisors, INC
July 2022 - Present · 3 yrs 10 mos
Raymond James Financial Services, INC.
July 2022 - Present · 3 yrs 10 mos
Raymond James Financial Services, INC.Broker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Edward Jones
July 2015 - July 2022 · 7 yrs
Edward JonesBroker
July 2015 - July 2022 · 7 yrs
Suntrust Investment Services, INC.
November 2009 - July 2015 · 5 yrs 8 mos
Suntrust Investment Services, INC.Broker
July 2008 - July 2015 · 7 yrs
State Registrations15 states
ALCACOFLGALAMAMDMONCNHNYOHTNVA
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.
Donovan Mufdi - Financial Advisor | TrueAdvisor