MS
MS

Mina Sedrak

6 Years of Experience
New Haven, CT
Broker

Mina Sedrak is a registered investment advisor at Raymond James & Associates, INC., based in New Haven, CT, with 6 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

265 Church Street, Suite 401, New Haven, CT, 06510

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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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Other Business Activities

Mina works as an independent contractor for Market Force Information, performing mystery shopper services. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
June 2024 - Present · 1 yr 11 mos
Raymond James & Associates, INC.
June 2024 - Present · 1 yr 11 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2022 - September 2023 · 11 mos
J.P. Morgan Securities LLC
October 2022 - September 2023 · 11 mos
Wells Fargo Clearing Services, LLC
June 2019 - September 2022 · 3 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
May 2019 - September 2022 · 3 yrs 4 mos
State Registrations1 state
CT
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.
Mina Sedrak - Financial Advisor | TrueAdvisor