Sergei
Vassilenko

Raymond James Financial Services Advisors, Inc

CRD#4224372
Investment Advisor
in Portland, OR
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About this Advisor

Sergei Vassilenko is a chartered financial consultant based in Portland, Oregon, with 15 years in the industry. Vassilenko is an advisor for Raymond James Financial Services Advisors, Inc. Throughout their career, Vassilenko has worked at Curian Capital LLC, Jackson National Life Distributors LLC, Key Investment Services, Onpoint Community Credit Union, Raymond James Financial Services, Inc and Raymond James Financial Services Advisors Inc. Vassilenko maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Oregon. Raymond James Financial Services Advisors, Inc is a firm that has its headquarters in Portland, Oregon. The investment advisory business has offices in 2,040 locations and a total of 5,600 people on staff. It oversees $81 billion in assets under management across its 280,698 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 100 charities and foundations. Of its 280,698 accounts, just 7% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm provides a number 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, educational seminars and other services. Fees for financial management usually depend on which services the firm provides the client. However, fee types billed by Raymond James Financial Services Advisors, Inc most likely include any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Years of Experience

15 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, Educational seminars/workshops, Other

Fee Structure

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

Disclosures

No

Office Location

9730 Se Washington Street
Portland, OR 97216

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

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

6,224

OR Average: 62
Total Number of Accounts

343,734

OR Average: 2,474
Average Account Size

$301,664

OR 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
  • Educational seminars/workshops
  • Other

Sergei Vassilenko Work History

Sergei has 15 years of experience.

2016 - Present (3 years)

Onpoint Community Credit Union

2016 - Present (3 years)

Raymond James Financial Services, Inc

2016 - Present (3 years)

Raymond James Financial Services Advisors Inc

2009 - 2016 (7 years)

Key Investment Services

2006 - 2009 (3 years)

Jackson National Life Distributors LLC

2003 - 2009 (6 years)

Curian Capital LLC

Disclosures

Sergei Vassilenko has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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