GW
GW

Gregory Wozniak

11 Years of Experience
St. Petersburg, FL
Broker

Gregory Wozniak is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 11 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

880 Carillon Parkway, St. 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 & Associates, INC.
November 2025 - Present · 10 mos
Raymond James & Associates, INC.Broker
November 2025 - Present · 10 mos
Previous Registrations
Ifp Securities, LLCBroker
May 2019 - May 2025 · 6 yrs
Independent Financial Partners
September 2014 - May 2025 · 10 yrs 8 mos
LPL Financial LLCBroker
July 2014 - June 2019 · 4 yrs 11 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.
Gregory Wozniak - Financial Advisor | TrueAdvisor