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Benjamin Erney

1 Year of Experience
St. Petersburg, FL
Broker

Benjamin Erney is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 1 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

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 Financial Services Advisors, INC
February 2025 - Present · 1 yr 7 mos
Raymond James & Associates, INC.
February 2025 - Present · 1 yr 7 mos
Raymond James & Associates, INC.Broker
January 2025 - Present · 1 yr 8 mos
Raymond James Financial Services, INC.Broker
January 2025 - Present · 1 yr 8 mos
Previous Registrations
Morgan Stanley
May 2024 - November 2024 · 6 mos
Morgan StanleyBroker
April 2024 - November 2024 · 7 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.
Benjamin Erney - Financial Advisor | TrueAdvisor