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Raymond James Financial Services Advisors, Inc CRD 149018
$390B regulatory AUM 5,542 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-11-02 |
| FL | RA | APPROVED | 2009-04-28 |
Branch Locations
2101 Sawgrass Village Drive, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Ponte Verdra Beach | FL | 03/2009 | Present |
| Raymond James Financial Services Advisors, Inc. | Ponte Vedra Beach | FL | 03/2009 | Present |
| Matt Cc, Llc | Burnsville | NC | 06/2013 | 01/2020 |
| Pheiff Wealth Partners / Ponte Vedra Financial Llc | Ponte Vedra Beach | FL | 07/2010 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-09-25 |
| S65 | Uniform Investment Adviser Law Examination | 1996-09-25 |
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