AG
AG

Andrew Guarente

6 Years of Experience
Paramus, NJ
Broker

Andrew Guarente is a registered investment advisor at Raymond James & Associates, INC., based in Paramus, NJ, with 6 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

61 S Paramus Rd, Suite 360, Paramus, NJ, 07652

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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.
November 2020 - Present · 5 yrs 6 mos
Raymond James & Associates, INC.Broker
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
February 2019 - December 2019 · 10 mos
State Registrations43 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.