Anders Bergmann
Full name on record: Anders Christopher Bergmann
Financial advisor at Raymond James & Associates
Based in St. Petersburg, Florida, Anders Bergmann is a fiduciary financial advisor with 9 years of industry experience. Anders joined Raymond James & Associates in 2018, after less than a year at Invest Financial. Raymond James & Associates offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1442 advisors with offices in St. Petersburg, and one of 1372 fiduciaries.
At a glance
Services through Raymond James & Associates
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
- 2018 – now
- 2018 – nowRaymond James & Associates, Inc.Current firm
- Jan 2018 – Apr 2018Invest Financial CorporationPreviously
Questions to ask Anders
Tailored to Anders’s registration and firm.
- 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
About Anders
How do I contact Anders?
Call Raymond James & Associates at (727) 567-1000 and ask for Anders Bergmann. Anders works from the St. Petersburg, FL office.
How long has Anders been a financial advisor?
Anders has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Anders hold?
Series 66. Tap any license on this page to see what it allows.
Is Anders a fiduciary?
Anders is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anders 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 Anders 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.