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Samuel Mondonedo

2 Years of Experience
Augusta, ME
Broker

Samuel Mondonedo is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Augusta, ME, with 2 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

320 Water St, Fl 4, Augusta, ME, 04330

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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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Other Business Activities

Samuel works as a financial advisor for Mendall Financial Group LLC. He dedicates minimal time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2023 - Present · 2 yrs 8 mos
Raymond James Financial Services, INC.
July 2023 - Present · 2 yrs 10 mos
Raymond James Financial Services, INC.Broker
July 2023 - Present · 2 yrs 10 mos
State Registrations3 states
FLMAME
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.
Samuel Mondonedo - Financial Advisor | TrueAdvisor