Samuel Mondonedo (CRD# 6241456) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Augusta, ME and has 1 year of experience in the finance industry.
CRD# 5157367
Lpl Financial LLC
CRD# 5687257
Ameriprise Financial Services, LLC
CRD# 2029066
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Augusta, ME | Sep 2023 - Current | < 1 |
| Raymond James Financial Services, Inc. | Augusta, ME | May 2023 - Current | < 1 |
| Mendall Financial Group, LLC | Augusta, ME | May 2023 - Current | < 1 |
| Military Sealift Command | Norfolk, VA | Jan 2022 - May 2023 | 1 |
| Military Sealift Command | Norfolk, VA | Jul 2016 - Jan 2022 | 5 |
| Unemployed | Topsham, ME | May 2016 - Jul 2016 | < 1 |
| Maine Maritime Academy | Castine, ME | Sep 2015 - May 2016 | < 1 |
| Sodexo | Castine, ME | May 2015 - Jul 2015 | < 1 |
| Maine Maritime Academy | Castine, ME | Sep 2014 - May 2015 | < 1 |
| Raymond James (mendall Financial Group, Llc) | Augusta, ME | Apr 2014 - Aug 2014 | < 1 |
| Thayer's Boatyard | North Haven, ME | May 2014 - Jul 2014 | < 1 |
| North Haven Grocery | North Haven, ME | May 2014 - Jul 2014 | < 1 |
| Maine Maritime Academy | Castine, ME | Sep 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- ME
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
-
Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.