Richard Paul Bondi

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

• 04/2015 → 09/2025
  Rbc Weatth Management
  Canonsburg, PA
• 09/2019 → 09/2025
  City National Bank
  Canonsburg, PA
• 09/2025 → Present
  Raymond James & Associates
  Canonsburg, PA

Previous Registrations

• 2015-04-16 → 2025-09-19
  Rbc Capital Markets, Llc
  Canonsburg, PA
  Venetia, PA
• 2009-06-01 → 2015-04-24
  Morgan Stanley
  Upper St. Clair, PA
• 2008-05-01 → 2009-06-01
  Citigroup Global Markets Inc.
  Upper St. Clair, PA
• 2002-05-21 → 2007-05-01
  Hefren-Tillotson, Inc.
  Pittsburgh, PA
  Canonsburg, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-10-02
• S63 Uniform Securities Agent State Law Examination
  2000-09-19

Other Names

• Richard Paul Bondi
• Richard Paul Bondi Jr
• Richard Paul Bondi
• Richard Paul Bondi Jr.
• Richard Bondi