David Andrew Iannetto

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 03/2017
  Metlife Securities
  Overland Park, KS
• 07/2016 → 09/2024
  Massachusetts Mutual Life Insurance Company
  Overland Park, KS
• 03/2017 → 09/2024
  Mml Investors Services, Llc
  Overland Park, KS
• 09/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Overland Park, KS
• 09/2024 → Present
  Raymond James Financial Services, Inc.
  Overland Park, KS
• 09/2024 → Present
  Synergy Wealth Solutions
  Overland Park, KS
• 01/2020 → Present
  Sirens In The Suburbs
  Olathe, KS

Previous Registrations

• 2017-03-25 → 2024-09-04
  Mml Investors Services, Llc
  Overland Park, KS
  Overland Park, KS
  Olathe, KS
• 2013-10-01 → 2017-03-25
  Msi Financial Services, Inc.
  Overland Park, KS
• 2012-10-02 → 2013-09-13
  Foresters Advisory Services, Llc
  Lenexa, KS

Other Businesses

1. Synergy Wealth Solutions Not investment related Overland Park, ks DBA/Support Company Advisor 9/2024 0 hrs per month 0 hrs during trading hrs 2. Sirens in the Suburbs Not investment related Olathe, KS Band Musician 1/01/2020 8 hrs per month 0 hrs during trading hrs Plays, writes, and composes music

Exams

• S66 Uniform Combined State Law Examination
  2012-09-04
• S63 Uniform Securities Agent State Law Examination
  2001-08-27

Other Names

• Dave Iannetto