EG
EG

Eugenio Gandini

9 Years of Experience
Miami, FL
Broker

Eugenio Gandini is a registered investment advisor at Raymond James & Associates, INC., based in Miami, 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 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

600 Brickell Avenue, Suite 1875, Miami, FL, 33131

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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 2023 - Present · 2 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2023 - Present · 2 yrs 6 mos
Raymond James & Associates, INC.
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Morgan Stanley
October 2020 - November 2023 · 3 yrs 1 mo
Morgan Stanley
June 2016 - December 2019 · 3 yrs 6 mos
Morgan StanleyBroker
May 2016 - November 2023 · 7 yrs 6 mos
State Registrations10 states
CACTDEFLNJNVNYPAWIWY
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.
Eugenio Gandini - Financial Advisor | TrueAdvisor