Independent Financial Partners
44yrs
Top advisor by experience in Daniel Island
29yrs
Donald Kellerman
Full name on record: Donald Wayne Kellerman Jr
Financial advisor at Raymond James Financial Services Advisors
Donald Kellerman is a fiduciary financial advisor in Daniel Island, South Carolina, with 29 years in the industry. Donald joined Raymond James Financial Services Advisors in 2025, after 16 years at Merrill and five years at Citigroup Global Markets. Raymond James Financial Services Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 70 advisors with offices in Daniel Island, and one of 69 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 7% by experience in Daniel Island
OfficeDaniel Island, SC
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Apr 2025 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 2009 – 2025MerrillPreviously
- 2004 – 2009Citigroup Global Markets Inc.Previously
- 1999 – 2004Morgan Stanley DW Inc.Previously
Contact Donald
(727) 567-3020Firm headquarters in Saint Petersburg, FL. Ask for Donald. Daniel Island, SCOffice · Get directions LinkedIn pageRaymond James Financial Services AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Donald
Tailored to Donald’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 Donald
How do I contact Donald?
Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for Donald Kellerman. Donald works from the Daniel Island, SC office.
How long has Donald been a financial advisor?
Donald has been in the industry since 1997, about 29 years. Top 7% by experience in Daniel Island.
What licenses does Donald hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Donald a fiduciary?
Donald is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Donald 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 Donald 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.
Other advisors nearby
Oneseven
43yrs
Top 1% by experience in South Carolina
Equitable Advisors
40yrs
Top 3% by experience at Equitable Advisors
Curran Financial Partners
31yrs
Top advisor by experience at Curran Financial Partners
LPL Financial
29yrs
Top 9% by experience in Daniel Island
Cetera Investment Advisers
28yrs
Top 10% by experience in Daniel Island