Antonetti Capital Management
46yrs
Top advisor by experience in St. Petersburg
27yrs
Steven E Wilcox
Financial advisor at Raymond James & Associates
At a glance
Experience27 years (since 1999)
How that compares ?Top 20% by experience in St. Petersburg
Office880 Carillon Parkway, St. Petersburg, FL 33716
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
States licensed ?1 state
Services through Raymond James & Associates
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.
Uniform Investment Adviser Law Examination
Uniform Combined State Law Examination
Career
- 2015 – nowRaymond James & Associates, Inc.Current firm
- 2012 – 2015Transamerica Financial Advisors, LLCPreviously
- 2006 – 2012Investment Advisors International, Inc.Previously
- May 2006 – Oct 2006Raymond James & Associates, Inc.Previously
Questions to ask Steven
Tailored to Steven’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 Steven
How do I contact Steven?
Call Raymond James & Associates at 727-567-1000 and ask for Steven E Wilcox. Steven works from the St. Petersburg, FL office.
How long has Steven been a financial advisor?
Steven has been in the industry since 1999, about 27 years. Top 20% by experience in St. Petersburg.
What licenses does Steven hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Steven for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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