AG
AG
Ali Gohlke-Schermer
13 Years of Experience
Williston, VT
Broker
Ali Gohlke-Schermer is a registered investment advisor at Raymond James & Associates, INC., based in Williston, VT, with 13 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
Williston, VT
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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.
Learn about disclosures →Other Business Activities
Ali is the owner of AEGS LLC, formed in 2024, which serves as a pass-through entity for advisory compensation. Ali spends minimal time on this activity.
Employment History
Previous Registrations
Raymond James & Associates, INC.
February 2025 - March 2026 · 1 yr 1 mo
MML Investors Services, LLC
December 2023 - February 2025 · 1 yr 2 mos
Exams
No exam information available for this advisor.