Angela Beth Streeter

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

• 05/2018 → 09/2018
  Raymond James Financial Services, Inc.
  Greenfield, MA
• 06/2002 → 05/2018
  Wells Fargo Clearing Services, Llc
  Brattleboro, VT
• 09/2018 → Present
  Raymond James Financial Services, Inc.
  Greenfield, MA
• 01/2019 → Present
  Raymond James Financial Services Advisors Inc.
  Greenfield, MA
• 05/2018 → 03/2025
  Summit Behavioral Wealth
  Greenfield, MA

Other Businesses

Name of Business: Falcon Financial Corp, Address: 525 Bernardston Rd Ste 1, Greenfield, MA, 01301-1114, Activity Type: Support Company - Non-Owner Position/Title: Associate/Employee, Investment Related: No Start Date: HPM: 81 HPM trade hours: 41 Duties: Administrative support staff and back-up trade processor. Official title is Client and Office Manager.

Exams

• S66 Uniform Combined State Law Examination
  2018-12-19

Other Names

• Angela B Streeter