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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-05 |
| TX | RA | APPROVED | 2021-02-26 |
Branch Locations
81 Us Highway N A1A Suite 201, Pont Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ponte Vedra Beach | FL | 09/2013 | 02/2021 |
| Bank Of America, N.A. | Ponte Vedra | FL | 12/2013 | 02/2021 |
| Raymond James Financial Services, Inc. | Ponte Vedra Beach | FL | 02/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Ponte Vedra Beach | FL | 02/2021 | Present |
| Brust Nutter Wealth Advisors | Pointe Vedra | FL | 02/2021 | 12/2023 |
(1)Name of Business: BCW Financial Consultants Address: 814 US Highway N A1A, Ponte Vedra Beach, FL, 32082-3269, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: financial advisor (2)Name of Business: Brust Wealth Advisors Address: 814 US Highway A1A N Ste 201, Ponte Vedra Beach, FL, 32082-3269, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I have changed the DBA name of my business as a result of my previous partner, Jodie Nutter resigning. The DBA has been changed from Brust Nutter Wealth Advisors to Brust Wealth Advisors. The legal process to approve the new name has been completed by my attorney. (3)Name of Business: Robbie & Jennifer Brust Family Foundatio Address: 814 US Highway A1A N Ste 201, Ponte Vedra Beach, FL, 32082-3269, United States Activity Type: Non profit Position/Title: Founder Investment Related: Yes Start Date: 11/15/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: GRANTOR / TRUSTEE
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-05-29 |
| S65 | Uniform Investment Adviser Law Examination | 1997-05-29 |
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