Donald Mcelroy
Donald Mcelroy is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Petersburg, FL, with 12 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
Firm Size
IM Fee
Assets Under Management
Location
2713 1st Avenue N., Saint Petersburg, FL, 33713
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donald works as a financial advisor and associate/employee for Frey Masterson Investment Advisors since 2021. This takes about half of Donald's time, including over 41 hours during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations16 states
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