DM
DM

Danyell Munassi

9 Years of Experience
St. Petersburg, FL
1 DisclosureBroker

Danyell Munassi is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, 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

880 Carillon Parkway, St. Petersburg, FL, 33716

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History

Regulatory History (1)
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Regulatory
July 2022
Final
Other Business Activities

Danyell owns MarketMeGuru, LLC, a marketing business, and spends minimal time overseeing it. She is also a partner in MD Allen, LLC, which owns inherited real estate, and owns rental real estate, dedicating minimal time to both.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2017 - Present · 9 yrs 5 mos
Raymond James & Associates, INC.
January 2017 - Present · 9 yrs 8 mos
Raymond James & Associates, INC.Broker
January 2017 - Present · 9 yrs 8 mos
State Registrations37 states
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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.