Scott Lynn Gillespie

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:

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

Current Employers

Employment History

• 04/2004 → 02/2026
  City Securities Corporation
  Indianapolis, IN
• 02/2017 → 04/2026
  Stifel, Nicolaus & Company, Incorporated
  Lafayette, IN
• 04/2026 → Present
  Raymond James & Associates, Inc.
  Lafayette, IN

Previous Registrations

• 2017-02-28 → 2026-05-20
  Stifel, Nicolaus & Company, Incorporated
  Indianapolis, IN
  Lafayette, IN
• 2007-03-14 → 2017-02-28
  City Securities Corporation
  Lafayette, IN
  Lafayette, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Lafayette, IN

Other Businesses

1. Trustee Non-family trust 2. Christ United Methodist Church of Lafayette, Inc.; Lafayette, IN; Methodist Church; Chairman of the Church Council; Receive reports from church committees and move forward decisions on projects and other plans for the church; 01/01/2019; 2 hours per month; not during securities trading hours; not investment-related. 3. Indiana Shockwaves; Noblesville, IN; Youth travel fastpitch softball; Assistant Coach; 08/19/2021; 40 Hours per Month; Not During Securities Trading Hours; Not Investment-Related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-13
• S63 Uniform Securities Agent State Law Examination
  2000-10-12

Designations

• Certified Financial Planner