Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
34yrs
Stephen Wormeli
Full name on record: Stephen Mark Wormeli
Financial advisor at Raymond James Financial Services Advisors
Stephen Wormeli has worked in the financial industry for 34 years and is a fiduciary financial advisor based in Bellevue, Washington. Stephen joined Raymond James Financial Services Advisors in 2009, a firm offering financial planning, investment management, and retirement plan consulting. Stephen holds the CFP® designation.
One of 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 8% by experience in Bellevue
Office40 Lake Bellevue Drive Suite 280, Bellevue, WA 98005
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?2 states
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowRaymond James Financial Services Advisors, Inc.Current firm
Contact Stephen
40 Lake Bellevue Drive Suite 280Bellevue, WA 98005Office · Get directions Firm main line(727) 567-3020Headquarters: Raymond James Financial Services Advisors · Saint Petersburg, FL LinkedIn pageRaymond James Financial Services Advisors
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Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for Stephen Wormeli. Stephen works from the Bellevue, WA office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 1992, about 34 years. Top 8% by experience in Bellevue.
What licenses does Stephen hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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