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Cindy Silipo
3 Years of Experience
Sarasota, FL
1 DisclosureBroker
Cindy Silipo is a registered investment advisor at Raymond James & Associates, INC., based in Sarasota, FL, with 3 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
2 N. Tamiami Trail, Suite 804, Sarasota, FL, 34236
Get directionsHistory
Regulatory History (1)
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Criminal
February 2020Final Disposition
Other Business Activities
Cindy works as a bartender at Pier 22 Restaurant, preparing drinks and serving food. This part-time job takes about 10-20% of her time, but does not occur during trading hours.
Employment History
Current Registrations
Raymond James & Associates, INC.
November 2023 - Present · 2 yrs 6 mos
Raymond James & Associates, INC.Broker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Bb&t Securities, LLC
January 2019 - November 2019 · 10 mos
Bb&t Securities, LLCBroker
September 2018 - November 2019 · 1 yr 2 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.