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Todd Schober

14 Years of Experience
Saint Petersburg, FL
Broker

Todd Schober is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Petersburg, FL, with 14 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
June 2025 - Present · 1 yr 3 mos
Raymond James Financial Services, INC.Broker
June 2025 - Present · 1 yr 3 mos
Previous Registrations
Morgan Stanley
November 2023 - February 2024 · 3 mos
Morgan StanleyBroker
November 2023 - February 2024 · 3 mos
Steward Partners Investment Advisory, LLC
January 2023 - October 2023 · 9 mos
Steward Partners Investment Solutions, LLCBroker
January 2023 - October 2023 · 9 mos
Raymond James Financial Services, INC.Broker
April 2022 - December 2022 · 8 mos
Raymond James & Associates, INC.
July 2019 - December 2022 · 3 yrs 5 mos
Raymond James & Associates, INC.Broker
July 2019 - December 2022 · 3 yrs 5 mos
Morgan Stanley
October 2010 - July 2019 · 8 yrs 9 mos
Morgan StanleyBroker
August 2010 - July 2019 · 8 yrs 11 mos
Edward Jones
December 2008 - December 2008 · 0 mos
Edward JonesBroker
October 2008 - December 2008 · 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Todd Schober - Financial Advisor | TrueAdvisor