Avonda Wealth Management of Raymond James

User TypeAdvisor
Entity NameAvonda Wealth Management of Raymond James
Member since12/19/2017
SEC Registration #8-10999
Minimum Invetsment Required0.0
Assets Under Managment0.0


If you ask Peter Avonda what gives him the most professional satisfaction, he’ll tell you it’s providing personalized financial planning and privately managed investing services that enable clients to look toward the future with confidence. And for more than a decade, clients have had the benefit of Peter doing just that.Peter focuses on providing responsive, attentive, personalized private portfolio management for individuals, trusts and family partnerships. His professional credentials include those of Certified Financial Planner professional, Chartered Financial Consultant®, Chartered Retirement Planning CounselorSM and Retirement Income Certified Professional.

Contact Details

LocationStuart, Florida
Address309 SE Osceola Street, Suite 300
Postal Code34994
CountryUnited States
Web Sitehttp://www.avondawm.com
Sign In to check out Avonda-Wealth-Management-of-Raymond-James and other financial advisors in the area. As a registered user you will also get following benefit from Macroaxis membership:
One of the best portfolio management and performance monitoring solution on fintech Internet
Easy to use portfolio optimization tools which money managers have used for years
Know your risk and identify high volatility, low return stocks in your portfolio
Get Started With Macroaxis
Financial advisors use their knowledge of investments, tax laws, and insurance to recommend financial options to individuals. The SEC typically regulates investment advisers that have assets under management in excess of $25,000,000. Investment advisers that do not meet this threshold generally are regulated by the states. The SEC registers IA firms but does not separately register individual representatives of IA firms. The states register IA firms, and many separately register individual investment adviser representatives. Currently, you can only search for IA firms on this website. In the future, this website also will provide the ability to search for individual investment adviser representatives. In 1996 Congress amended the Investment Advisers Act of 1940 to require that the SEC establish a readily accessible electronic process to respond to public inquiries about investment advisers and their disciplinary information. The SEC created this website to satisfy Congress? mandate.

Refer to the following references to for additional information before selecting your Financial Advisor

IARD    Investment Adviser Registration Depository
FINRA    Financial Industry Regulatory Authority
AAFM    American Academy of Financial Management
CFP    Certified Financial Planner Board of Standards
FPA    Financial Planning Association

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked.
Explore Thematic Ideas
Explore Investing Ideas  

Fix All your Portfolios

Align your risk and return expectations

Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Search macroaxis.com