Sonya Gelb ChoeffCRD Number: 1876200
Current Firm: Raymond James & Associates, Inc.
Sonya Gelb Choeff (CRD# 1876200) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Miami Beach, FL and has over 28 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Raymond James And Associates||Miami Beach, FL||Mar 2011 - Current||6|
|Morgan Stanley Smith Barney||Coral Gables, FL||Jun 2009 - Mar 2011||1|
|Citigroup Global Markets Inc.||Coral Gables, FL||May 1989 - Jun 2009||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1989|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
- Judgments / Liens
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV