Coleman Advisory
45yrs
Top advisor by experience in Asheville
28yrs
Gary Herskowitz
Financial advisor at Raymond James Financial Services Advisors
Gary Herskowitz has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Asheville, North Carolina. After 23 years at Raymond James & Associates, Gary joined Raymond James Financial Services Advisors in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 277 advisors with offices in Asheville, and one of 257 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 16% by experience in North Carolina
OfficeAsheville, NC
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 ?1 state
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 1998 – 2021Raymond James & Associates, Inc.Previously
Contact Gary
Asheville, NCOffice · Get directions Firm main line(727) 567-3020Headquarters: Raymond James Financial Services Advisors · Saint Petersburg, FL LinkedIn pageRaymond James Financial Services AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Gary
Tailored to Gary’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Gary
How do I contact Gary?
Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for Gary Herskowitz. Gary works from the Asheville, NC office.
How long has Gary been a financial advisor?
Gary has been in the industry since 1998, about 28 years. Top 16% by experience in North Carolina.
What licenses does Gary hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gary a fiduciary?
Gary is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gary 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 Gary 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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