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Pavel Petrash

Raymond James Financial Services Advisors, INC
11 Years of Experience
Severna Park, MD
Broker
View SEC Summary
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Pavel Petrash is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Severna Park, MD, with 11 years of industry experience. Pavel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

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

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

485 Ritchie Highway, Suite A103, Severna Park, MD, 21146

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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

Pavel works as an associate/employee at Fulton Bank, providing financial consultation to clients and prospects. This work is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2021 - Present · 5 yrs 4 mos
Raymond James Financial Services, INC.
June 2021 - Present · 5 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
April 2018 - June 2021 · 3 yrs 2 mos
T. Rowe Price Investment Services, INC.Broker
April 2018 - June 2021 · 3 yrs 2 mos
PNC Investments
June 2015 - March 2018 · 2 yrs 9 mos
PNC InvestmentsBroker
May 2015 - March 2018 · 2 yrs 10 mos
State Registrations1 state
MD
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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