Alan Bradley Stayton

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → 11/2016
  Wells Fargo Advisors Llc
  Wlatham, MA
• 11/2016 → 05/2022
  Wells Fargo Clearing Services, Llc
  Wlatham, MA
• 06/2022 → Present
  Raymond James Financial Services, Inc.
  Westborough, MA
• 06/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Westborough, MA
• 06/2022 → 11/2022
  Boston Harbor Wealth Advisors
  Westborough, MA
• 06/2022 → Present
  Bradley & Stayton Wealth Management Group
  Westborough, MA

Previous Registrations

• 2011-10-28 → 2022-06-07
  Wells Fargo Clearing Services, Llc
  Waltham, MA

Other Businesses

(1)Name of Business: Brad Stayton Design Address: 2222 Capewood Drive, Huddleston, VA, 24104, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Landscape Design. Help close friends and family desgin and supervise planting (im too old and decrepit to do the actual digging) (2)Name of Business: Bradley & Stayton Wealth Management Group Address: 45 Lyman Street, Westborough, MA, 01581, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/03/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Wealth Mgmt

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-10-07
• S63 Uniform Securities Agent State Law Examination
  1987-12-18

Other Names

• Alan B Stayton
• Brad Stayton