Susan J Orange

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Cleveland, OH
• 11/2016 → 03/2017
  Wells Fargo Clearing Services, Llc
  Cleveland, OH
• 05/2017 → 12/2025
  Raymond James & Associates
  Williamsburg, VA
• 01/2026 → Present
  Raymond James Financial Services
  Williamsburg, VA
• 01/2026 → Present
  Raymond James Financial Services Advisory, Inc
  Williamsburg, VA

Previous Registrations

• 2017-05-12 → 2025-12-31
  Raymond James & Associates, Inc.
  Beachwood, OH
  Newport News, VA
  Williamsburg, VA
  St. Petersburg, FL
  Williamsburg, VA
  Williamsburg, VA
• 2011-10-20 → 2017-03-30
  Wells Fargo Clearing Services, Llc
  Pepper Pike, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-21
• S63 Uniform Securities Agent State Law Examination
  2011-10-15

Other Names

• Susan Jane Duffy
• Susan Jane Orange
• Susan Orange