SG
SG

Stephanie Gildemeister

5 Years of Experience
St. Petersburg, FL
Broker

Stephanie Gildemeister is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 5 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
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.
April 2023 - Present · 3 yrs 1 mo
Raymond James & Associates, INC.
April 2023 - Present · 3 yrs 1 mo
Raymond James Financial Services, INC.
April 2023 - Present · 3 yrs 1 mo
Raymond James Financial Services Advisors, INC
April 2023 - Present · 3 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2023 - Present · 3 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Fidelity Personal and Workplace Advisors
November 2021 - April 2023 · 1 yr 5 mos
Fidelity Brokerage Services LLCBroker
November 2021 - March 2023 · 1 yr 4 mos
Prudential Financial Planning Services
February 2021 - October 2021 · 8 mos
Pruco Securities, LLC.Broker
February 2021 - October 2021 · 8 mos
Ameriprise Financial Services, LLC.
July 2020 - March 2021 · 8 mos
Ameriprise Financial Services, LLCBroker
July 2020 - March 2021 · 8 mos
State Registrations2 states
FLWI
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.