Carey Marie Joseph

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

• 06/2011 → 08/2020
  T. Rowe Price
  Colorado Springs, CO
• 08/2020 → 12/2025
  Raymond James Financial Services Advisors, Inc
  St. Petersburg, FL
• 08/2020 → 12/2025
  Raymond James Financial Services, Inc.
  St. Petersburg, FL
• 06/2021 → Present
  Raymond James & Associates, Inc
  St. Petersburg, FL
• 08/2022 → 07/2025
  Hotel Management & Consulting
  Wesley Chapel, CO
• 08/2022 → 01/2024
  Lyft
  Tampa, FL

Previous Registrations

• 2020-09-03 → 2025-12-31
  Raymond James Financial Services Advisors, Inc
  Wesley Chapel, FL
  Saint Petersburg, FL
  Tampa, FL
• 2015-06-16 → 2020-07-31
  T. Rowe Price Advisory Services, Inc.
  Tampa, FL
  Colorado Springs, CO

Other Businesses

(1)Name of Business: Instacart Shopper Address: 18904 Edinborough Way, Tampa, FL, 33647, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 04/18/2026 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Shop for people and deliver

Exams

• S66 Uniform Combined State Law Examination
  2015-05-29
• S63 Uniform Securities Agent State Law Examination
  2002-12-21

Other Names

• Carey Marie Lloyd
• Carey Marie Colbert