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Nevin Sari

1 Year of Experience
Newtown, PA
Broker

Nevin Sari is a registered investment advisor at Raymond James & Associates, INC., based in Newtown, PA, 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 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

5 Caufield Place, Suite 201, Newtown, PA, 18940

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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

Nevin is a board member of the Turkish Women's League of America, an organization focused on teaching and preserving the Turkish language. He dedicates minimal time to this activity, outside of business hours.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2024 - Present · 1 yr 8 mos
Raymond James & Associates, INC.Broker
July 2024 - Present · 1 yr 10 mos
State Registrations1 state
PA
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.