AS
AS
Adam Scrimenti
1 Year of Experience
Sarasota, FL
2 DisclosuresBroker
Adam Scrimenti is a registered investment advisor at Raymond James & Associates, INC., based in Sarasota, 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 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
2 N. Tamiami Trail, Suite 804, Sarasota, FL, 34236
Get directionsHistory
Regulatory History (2)
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Financial
February 2023Final
Criminal
October 2006Final Disposition
Employment History
Current Registrations
Raymond James & Associates, INC.
November 2024 - Present · 1 yr 6 mos
Raymond James & Associates, INC.Broker
August 2024 - Present · 1 yr 9 mos
State Registrations25 states
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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.