Todd
Kissel

Raymond James & Associates, Inc

CRD#1487551
Investment Advisor
in New York, NY
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About this Advisor

Todd Kissel is a financial advisor who works out of New York, New York, who has been in the advisory business for 10 years. Kissel is an advisor for Raymond James & Associates, Inc. The advisor has gained experience at Morgan Stanley Smith Barney LLC, Citigroup Global Markets Inc, Morgan Stanley Private Bank, N.A, Raymond James & Associates, Inc and Raymond James & Associates. Kissel maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Florida and Texas. Raymond James & Associates, Inc is a company operating in New York, New York. It has offices in 422 locations and a total of 13,277 advisors. It administers $143 billion in assets across its 472,443 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 385 charities and foundations. Of its 472,443 client accounts, just 6% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees typically depend on which services the firm provides the client. However, fees charged by Raymond James & Associates, Inc can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

350 Park Avenue 11Th Floor And 12Th Floor
New York, NY 10022

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Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management

$176,057,305,373

NY Average: $1,855,561,029
Total Number of Employees

14,205

NY Average: 62
Total Number of Accounts

591,180

NY Average: 2,474
Average Account Size

$297,807

NY Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Todd Kissel Work History

Todd has 10 years of experience.

2017 - Present (2 years)

Raymond James & Associates, Inc

2017 - Present (2 years)

Raymond James & Associates

2015 - 2017 (2 years)

Morgan Stanley Private Bank, N.A

2009 - 2017 (8 years)

Morgan Stanley Smith Barney LLC

2008 - 2009 (1 year)

Citigroup Global Markets Inc

Disclosures

Todd Kissel has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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