Joel Gravina is a registered investment advisor at Raymond James & Associates, INC., based in Naples, FL, with 16 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
1421 Pine Ridge Road, Suite 300, Naples, FL, 34109
Get directionsHistory
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
Joel is involved in several rental real estate businesses, including Birdsong II, LLC and Birdsong Investments LLC, and owns rental property. He also serves on the finance/investment committee for Covenant Church of Naples and is developing an exterior express car wash, Gator Gleam Eco Wash, LLC, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations21 states
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.