Alexander Udwari, financial advisor Saint Petersburg FL

Alexander Udwari

CRD Number: 5423728
Current Firm: Raymond James & Associates, Inc.

Alexander Udwari (CRD# 5423728) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. St. Petersburg, FL Sep 2017 - Current 6
Gf Investment Services, LLC Sarasota, FL Jun 2016 - Sep 2017 1
Global Financial Private Capital Sarasota, FL May 2016 - Sep 2017 1
T. Rowe Price Investment Services, Inc. Tampa, FL Aug 2009 - May 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination Mar 2012
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Alexander Udwari
Phone Number: 727-567-1000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
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)
  • Educational seminars/workshops
  • 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, WY

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