Bogdan Korszen

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

• 07/2017 → 10/2019
  Englewood United Methodist Church
  Englewood, FL
• 09/2007 → Present
  Raymond James & Associates
  Englewood, FL

Previous Registrations

• 2001-03-20 → 2007-09-26
  A. G. Edwards & Sons, Inc.
  Englewood, FL
  Englewood, FL

Other Businesses

(1)Name of Business: HT Central LLC Address: 101 Sunset Drive, Sarasota, FL, 34236, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 05/15/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investor (2)Name of Business: Korszen Address: 101 Sunset Dr Apt 401, Sarasota, FL, 34236 , United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 11/17/1999 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am Co-Trustee of my wife's trust. (3)Name of Business: Strike Properties LLC Address: 101 Sunset Dr Apt 401, Sarasota, FL, 34236, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 03/01/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a Co-Trustee of Dorothy Korszen Trust, which owns 50% of this LLC, which owns 1 rental property and one vacant commercial lot. I provide clerical function of depositing rental checks in the Strike Properties account. (4)Name of Business: Strike Properties LLC Address: 101 Sunset Dr Apt 401, Sarasota, FL, 34236, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 03/01/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Clerical duties to collect rent checks and pay operating expenses. (5)Name of Business: Strike SRQ, LLC Address: 101 Sunset Dr. Apt 401, Sarasota, FL, 34236, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 06/06/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Selecting income producing properties in Sarasota to purchase minority shares.

Exams

• S66 Uniform Combined State Law Examination
  2006-09-27
• S63 Uniform Securities Agent State Law Examination
  2001-04-12

Other Names

• Bogie Korszen