SP
SP

Sasa Prcic

11 Years of Experience
St. Petersburg, FL
7 DisclosuresBroker

Sasa Prcic is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 11 years of industry experience. Sasa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

Get directions

History

Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
April 2026
Final
Financial
January 2025
Final
Financial
September 2024
Final
Financial
July 2024
Final
Financial
June 2024
Final
Financial
June 2024
Final
Financial
May 2024
Final
Employment History
Current Registrations
Raymond James & Associates, INC.
September 2026 - Present · 1 mo
Raymond James & Associates, INC.Broker
September 2026 - Present · 1 mo
Raymond James Financial Services, INC.Broker
September 2026 - Present · 1 mo
Previous Registrations
Citigroup Global Markets INC.
June 2021 - May 2025 · 3 yrs 11 mos
Citigroup Global Markets INC.Broker
February 2021 - May 2025 · 4 yrs 3 mos
Citi Private Alternatives, LLCBroker
February 2021 - May 2025 · 4 yrs 3 mos
Raymond James & Associates, INC.Broker
April 2020 - February 2021 · 10 mos
Raymond James Financial Services Advisors, INC
January 2020 - February 2021 · 1 yr 1 mo
Raymond James & Associates, INC.
March 2018 - December 2019 · 1 yr 9 mos
Raymond James Financial Services, INC.Broker
March 2018 - February 2021 · 2 yrs 11 mos
Raymond James & Associates, INC.Broker
March 2018 - December 2019 · 1 yr 9 mos
USAA Investment Management Company
January 2018 - March 2018 · 2 mos
USAA Financial Planning Services
January 2015 - January 2018 · 3 yrs
USAA Financial Advisors, INC.Broker
December 2014 - February 2018 · 3 yrs 2 mos
First Command Financial Planning, INC.
October 2013 - July 2014 · 9 mos
First Command Financial Planning, INC.Broker
July 2013 - July 2014 · 1 yr
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.
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