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Peter Goldsich

11 Years of Experience
St. Petersburg, FL
Broker

Peter Goldsich is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 11 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, St. 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
April 2024 - Present · 2 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2024 - Present · 2 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2024 - Present · 2 yrs 1 mo
Raymond James & Associates, INC.
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Grove Point Investments, LLCBroker
December 2023 - April 2024 · 4 mos
Cadaret, Grant & CO., INC.Broker
June 2023 - April 2024 · 10 mos
Next Financial Group, INC.Broker
June 2023 - April 2024 · 10 mos
Scf Securities, INC.Broker
June 2023 - April 2024 · 10 mos
Western International Securities, INC.Broker
June 2023 - April 2024 · 10 mos
Sorrento Pacific Financial, LLCBroker
March 2022 - April 2024 · 2 yrs 1 mo
Cuso Financial Services, L.P.Broker
March 2021 - April 2024 · 3 yrs 1 mo
Cuso Financial Services
March 2021 - April 2024 · 3 yrs 1 mo
Waddell & Reed
August 2015 - March 2021 · 5 yrs 7 mos
Waddell & ReedBroker
March 2014 - March 2021 · 7 yrs
State Registrations1 state
KS
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.