Yonatan Marom
Yonatan Marom is a registered investment advisor at Raymond James & Associates, INC., based in New York, NY, with 15 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
320 Park Avenue, Fl 9, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Yonatan is involved in several business activities, primarily related to rental real estate and business ownership, including managing bank accounts, collecting rent, and making investments. Yonatan dedicates minimal time to each of these ventures, with the exception of NY Laser Outlet, where he spends a few hours per week as Treasurer.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations25 states
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