ME
ME

Mei Edgerton

1 Year of Experience
St. Petersburg, FL
1 DisclosureBroker

Mei Edgerton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 1 years of industry experience. Mei 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.

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
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
June 2010
Final Disposition
Employment History
Current Registrations
Raymond James & Associates, INC.
March 2026 - Present · 7 mos
Raymond James Financial Services, INC.Broker
February 2026 - Present · 8 mos
Raymond James & Associates, INC.Broker
January 2025 - Present · 1 yr 9 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.
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