Top Wealth + Best-in-State · rank 3 · Coral Gables, Florida · listed firm: Raymond James & Associates
Identity & firm
- Firm — Raymond James & Associates, Inc. (high)
- “Currently employed by and registered with the following Firm(s): IA RAYMOND JAMES & ASSOCIATES, INC. 2811 Ponce de Leon Blvd. Suite 800 Coral Gables, FL 33134 CRD# 705 Registered with this firm since: 02/13/2013” — sec_finra_regulatory
- Parent company — Raymond James Financial, Inc. (medium)
- “Firm Name: RAYMOND JAMES & ASSOCIATES, INC. Main Office Address: 880 CARILLON PARKWAY ST. PETERSBURG, FL 33716 Firm CRD#: 705” — sec_finra_regulatory
- Firm type — wirehouse (medium)
- “This individual is currently registered with 9 SROs and is licensed in 40 U.S. states and territories through his or her employer.” — sec_finra_regulatory
- “Peter Bermont Firm: Raymond James & Associates” — forbes_shook
- Team name — Bermont Gold Wealth Advisory (high)
- “Bermont Gold Wealth Advisory” — forbes_shook
- Team size — gap: not_found_after_search
- CRD — 19753 (high)
- “BrokerCheck Report PETER LESLIE BERMONT CRD# 19753” — sec_finra_regulatory
- Years experience — 42 (medium)
- “Series 63 02/20/1984” — sec_finra_regulatory
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 4700 (high)
- “Team Assets (Custodied): $4.7B” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Minimum Account Size for New Business: $5M” — forbes_shook
- Typical client net worth ($M) — 5 (high)
- “Typical Net Worth of Relationships: $5M-4B” — forbes_shook
- Client niche — high-net-worth individuals, not-for-profit corporations and endowments (medium)
- “specialize in wealth management for high net worth individuals, companies, not-for-profit corporations and endowments” — general_press
- Custodians — gap: not_applicable
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://www.raymondjames.com/bermontadvisorygroup/ (high)
- “Home | Bermont Gold Wealth Advisory | Coral Gables, FL” — firm_official
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/peter-bermont-36136174/ (medium)
- “Peter Bermont - Bermont Advisory Group of Raymond James | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — Financial Times 400 Top Financial Advisers (2019) (medium)
- “Peter Bermont Named To The 2019 Financial Times 400 Top Financial Advisers” — professional_press
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search