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Raymond James & Associates, Inc. CRD 705
$501B regulatory AUM 2,231 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-10 |
| GA | RA | APPROVED | 2020-06-22 |
Branch Locations
Santa Rosa Beach, FL • United States
1100 Abernathy Road Ne Building 500; Suite 1850, Atlanta, GA 30328 • United States
Johns Creek, GA • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 11/2012 | 06/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 06/2020 |
| Raymond James & Associates Inc | Atlanta | GA | 06/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-14 |
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