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Credentials
Series 63, Series 65
Experience Industry experience
2 years
Location
Remote
Raymond James (USA) Ltd.
Multi-team
Total advisors
123Clients per advisor
39 LowAvg AUM per client
$398,183 LowHNW client ratio
7% LowMelanie Gotts is a portfolio manager at Raymond James (USA) Ltd. with over two years of experience at the firm and more than thirty years in the industry, including prior roles at Nesbitt Burns Securities Ltd. and BMO Nesbitt Burns Securities Ltd. She holds Series 63 and Series 65 designations. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension plans, and institutional investors. The firm emphasizes asset allocation, diversification, and long-term investing through both discretionary and non-discretionary management, supported by comprehensive market research and a broad range of brokerage and advisory resources.
Based on Raymond James (USA) Ltd.
Based on Raymond James (USA) Ltd.
$0 - $500,000: 2.25% $500,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.25% $5,000,001+: 1.00%
Clients may pay commissions for securities-related products; investment adviser representatives may receive commissions for sales.
Account minimum: $50,000
California
2 years of industry experience
Raymond James (USA) Ltd.
2024 - Present • 2 years
Regina, Saskatchewan
Raymond James (USA) Ltd.
2018 - 2024 • 6 years
Regina
Raymond James Ltd.
2017 - Present • 9 years
Regina
BMO Nesbitt Burns Securities LTD
2017 - 2017 • 1 year
Calgary, Ab
Nesbitt Burns Securities Ltd.
1992 - 2017 • 25 years
Regina
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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