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Raymond James Financial Services Advisors, Inc CRD 149018
$390B regulatory AUM 5,542 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-25 |
Branch Locations
6500 River Place Blvd Building 7 Suite 250, Austin, TX 78730 • 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 | Austin | TX | 04/2012 | 01/2025 |
| Morgan Stanley Private Bank, Na | New York | NY | 01/2015 | 01/2025 |
| Raymond James Financial Services, Inc. | Austin | TX | 01/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Austin | TX | 01/2025 | Present |
| The Coyle Group | Austin | TX | 01/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
The Coyle Group. Not investment related. Austin, TX. DBA/Support Company. Advisor/Branch Owner. Started: 01/2025. 0 hours per month. 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-03 |
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