Bryan A. Stepanian

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

• 02/2002 → 09/2016
  Deutsche Banc Alex. Brown Inc.
  Greenwich, CT
• 09/2016 → Present
  Raymond James & Associates, Inc.
  Miami, FL

Previous Registrations

• 2002-06-21 → 2016-09-06
  Deutsche Bank Securities Inc.
  Greenwich, CT
  Greenwich, CT

Other Businesses

(1) Name of Business: Armbar Properties, LLC Address: 3 Cherry Blossom Lane, Greenwich, CT, 06831, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 09/06/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: Armbar Properties, LLC Address: 3 cherry blossom lane, greenwich, CT, 06831, United States Activity Type: Business Owner Position/Title: Other Investment Related: Yes Start Date: 05/05/2015 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 a trustee to the Stepanian Dynasty Trust, which owns Armbar Properties, LLC (3) Name of Business: Ferrari Owners Club NER, LLC Address: 3 cherry blossom lane, greenwich, CT, 06831, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/11/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I run the Ferrari Owner's Club which is a car club that hosts events for members.

Exams

• S66 Uniform Combined State Law Examination
  2002-06-19