Steven Joseph Shadeed

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 03/2010 → Present
  Raymond James Financial Services
  Columbus, OH
• 09/2013 → 12/2018
  Brienza Financial Services
  Columbus, OH
• 03/2010 → Present
  Raymond James Financial Services Advisors
  Columbus, OH

Previous Registrations

• 2009-06-01 → 2010-04-09
  Morgan Stanley
  Dublin, OH
• 2005-11-22 → 2009-06-01
  Citigroup Global Markets Inc.
  Dublin, OH
• 2003-06-17 → 2005-12-14
  Advest, Inc.
  Marion, OH

Other Businesses

1) Name of Business : Shadeed Wealth Strategies Address: 5025 Arlington Ctr Blvd Ste 240,Columbus, OH Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 10/16/2018 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0 Description of duties: Owner

Exams

• S66 Uniform Combined State Law Examination
  2003-01-22

Designations

• Certified Financial Planner