Morgan Staudt, financial advisor Palm Beach Gardens FL
93 score

Morgan Staudt

CRD Number: 5628351
Current Firm: Raymond James & Associates, Inc.

Morgan Staudt (CRD# 5628351) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Palm Beach Gardens, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates Palm Beach Gardens, FL Dec 2008 - Current 8
Unemployed Palm Beach Gardens, FL May 2008 - Dec 2008 < 1
Ucf College Of Business Orlando, FL Aug 2004 - May 2008 3
Mosaic Wealth Management Orlando, FL May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2011
Contact Info for Morgan C. Staudt
Phone Number: 727-567-1000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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