Thomas Francis Vitaletti
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$390BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Raymond James Financial Services Advisors, Inc.Oct 2025 to now
- Raymond James Financial Services, Inc.Oct 2025 to now
- Towne BankOct 2025 to now
- LPL Financial LLCNov 2021 to Oct 2025
- SelfAug 2019 to Aug 2021
- Fords Colony Country ClubAug 2018 to Aug 2019
- Addicted To GolfAug 2016 to Jul 2018
- Christopher Newport UniversityJan 2014 to Apr 2018
- College of William & MaryJul 2013 to May 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6964689
- Firm CRD
- 149018