Wesley Gottesman
Wesley Gottesman is a registered investment advisor at Raymond James & Associates, INC., based in Sarasota, FL, with 7 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1950 Ringling Blvd., Suite 401, Sarasota, FL, 34236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wesley owns Gottesman Ecommerce LLC, buying and selling wholesale inventory to Amazon fulfillment centers, dedicating about 10-20% of his time. He is also a partner in KORE Capital Partners LLC, a real estate brokerage/development firm, contributing capital and assisting with development, also dedicating about 10-20% of his time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.Broker
State Registrations26 states
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