Antonetti Capital Management
46yrs
Top advisor by experience in St. Petersburg
5yrs
Alison Kosman
Financial advisor at Raymond James & Associates
Based in St. Petersburg, Florida, Alison Kosman is a fiduciary financial advisor with 5 years of industry experience. Alison joined Raymond James & Associates in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Raymond James & Associates reports being 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
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office880 Carillon Parkway, St. Petersburg, FL 33716
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
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.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowRaymond James & Associates, Inc.Current firm
Contact Alison
(727) 567-1000Raymond James & Associates main office 880 Carillon ParkwaySt. Petersburg, FL 33716Office · Get directions Firm websiteHTTPS://WWW.ALEXBROWN.COM
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Questions to ask Alison
Tailored to Alison’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
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About Alison
How do I contact Alison?
Call Raymond James & Associates at (727) 567-1000 and ask for Alison Kosman. Alison works from the St. Petersburg, FL office.
How long has Alison been a financial advisor?
Alison has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Alison hold?
Series 66. Tap any license on this page to see what it allows.
Is Alison a fiduciary?
Alison is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alison 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 Alison 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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