John
Raleigh

Shilanski & Associates, Inc

CRD#2061366
Investment Advisor
in Sarasota, FL

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About this Advisor

John Raleigh is a financial advisor based in Sarasota, Florida, working with Shilanski & Associates, Inc. John has previously held positions at Shilanski & Associates Inc, Raleigh & Associates, Inc, John Raleigh, Cardinal Mooney High School, Humane Society Of Sarasota County, Summit Brokerage Services, Inc, and Summit Financial Group Inc. John has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, John is part of Shilanski & Associates, Inc, which operates out of Sarasota, Florida. The firm has 1 office and 16 employees. The firm manages assets totaling $386.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Shilanski & Associates, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Commissions

Office Location

2 N Tamiami Trail Ste 708
Sarasota, FL 34236

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Shilanski & Associates, Inc Brokerage Details

Total Assets Under Management

$386,739,716

FL Average: $1,258,801,692
Total Number of Employees

16

FL Average: 13
Total Number of Accounts

2,309

FL Average: 351
Average Account Size

$167,492

FL Average: $3,586,330

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

John Raleigh Work History

2017 - Present (7 years)

Shilanski & Associates Inc

2000 - Present (24 years)

Cardinal Mooney High School

1998 - Present (26 years)

John Raleigh

1994 - Present (30 years)

Raleigh & Associates, Inc

2011 - 2018 (7 years)

Humane Society Of Sarasota County

2001 - 2018 (17 years)

Summit Financial Group Inc

1998 - 2018 (20 years)

Summit Brokerage Services, Inc

Disclosures

Please visit the SEC profile of John Raleigh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Shilanski & Associates, Inc

James Ferrin
Anchorage, AK
Edward Hoyt
Anchorage, AK
Micah Shilanski
Anchorage, AK
Jamie Shilanski
Anchorage, AK
John Raleigh
Sarasota, FL
Floyd Shilanski
Anchorage, AK

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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