William Gelegotis
William Gelegotis is a registered investment advisor at Raymond James & Associates, INC., based in Cottonwood Heights, UT, with 46 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
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IM Fee
Assets Under Management
Fee Structure
Location
2750 E. Cottonwood Parkway, #520, Cottonwood Heights, UT, 84121
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
UBS Painewebber INC.Broker
Paine, Webber, Jackson & Curtis IncorporatedBroker
State Registrations16 states
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