DP
DP

Daniel Petre

9 Years of Experience
Saint Petersburg, FL
Broker

Daniel Petre is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Petersburg, FL, with 9 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 2021 - Present · 5 yrs 1 mo
Raymond James Financial Services, INC.Broker
May 2017 - Present · 9 yrs 2 mos
Previous Registrations
Raymond James & Associates, INC.
October 2019 - June 2020 · 8 mos
Raymond James & Associates, INC.Broker
August 2018 - June 2020 · 1 yr 10 mos
Raymond James & Associates, INC.Broker
April 2016 - October 2016 · 6 mos
State Registrations1 state
FL
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.