Loren Cary Sydney

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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:

Current Employers

Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-03-14
FL	RA	APPROVED	1996-07-05

TX RA
APPROVED_RES

Since 2025-03-14
FL RA
APPROVED

Since 1996-07-05

Branch Locations

1 Town Center Road 10Th Floor, Boca Raton, FL 33486 • United States

Naples, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Raymond James & Associates, Inc.	Naples	FL	05/2016	Present

05/2016 → Present

Raymond James & Associates, Inc.

Naples, FL

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1987-12-03

S63 Uniform Securities Agent State Law Examination

1987-12-03

View on SEC IAPD