Clinton Randolph Wilson

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

• 08/2000 → Present
  Raymond James Financial Services, Inc.
  Naples, FL
• 09/2005 → Present
  Smart Assets Management, Inc
  Naples, FL
• 01/2010 → Present
  Raymond James Financial Services Advisors, Inc.
  Naples, FL

Other Businesses

(1)Name of Business: Bryson Realty, LLC Address: 5495 Bryson Drive; Naples, Florida 34109, Naples, FL, 34109, United States Activity Type: Rental Real Estate Position/Title: Agent Investment Related: Yes Start Date: 06/01/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manager to oversee office space utilized by RJFS (aka Smart Assets Mgmnt, Inc. ~ our operating company). (2)Name of Business: Macosha LLC Address: 6363 Old Mahogany Court, Naples, FL, 34109, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 09/16/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manager in Macosha LLC - family rental property (3)Name of Business: PIPECONE LLC Address: 6363 Old Mahogany Court, Naples, FL, 34109, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 08/13/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manager, Pipecone LLC wholly owned and controlled by Spouse. (4)Name of Business: Smart Assets Management, Inc. Address: 5495 Bryson Drive, Naples, FL, 34109, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 09/06/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: President/Proprietor

Exams

• S66 Uniform Combined State Law Examination
  2001-09-25
• S63 Uniform Securities Agent State Law Examination
  1997-12-29