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Joshua Sunanday

17 Years of Experience
Williamsport, PA
Broker

Joshua Sunanday is a registered investment advisor at Raymond James & Associates, INC., based in Williamsport, PA, 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

1000 Commerce Park Drive, Suite 402, Williamsport, PA, 17701

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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.
August 2018 - Present · 7 yrs 9 mos
Raymond James & Associates, INC.Broker
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Morgan Stanley
March 2014 - November 2017 · 3 yrs 8 mos
Morgan StanleyBroker
June 2009 - November 2017 · 8 yrs 5 mos
Citigroup Global Markets INC.Broker
December 2008 - June 2009 · 6 mos
State Registrations26 states
AKALAZCACODEFLGAIAILINKSKYMDMIMNMTNCNJNYOHPASCTXVAWI
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.