Tonya Andrello, financial advisor Sarasota FL

Tonya Andrello

CRD Number: 5590570
Current Firm: Raymond James & Associates, Inc.

Tonya Andrello (CRD# 5590570) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Sarasota, FL and has over 11 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Raymond James & Associates, Inc. Sarasota, FL Feb 2021 - Current 3
Northern Trust Bank Sarasota, FL Jul 2017 - Feb 2021 3
Northern Trust Securities, Inc. Sarasota, FL Jul 2017 - Feb 2021 3
Wells Fargo Clearing Services, LLC Sarasota, FL Nov 2016 - Jun 2017 < 1
Wells Fargo Advisors Sarasota, FL Apr 2013 - Nov 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Tonya Andrello
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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