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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 | 2025-06-26 |
| TX | RA | APPROVED_RES | 2025-06-24 |
Branch Locations
5294 Summerlin Commons Way Suite 1203, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc | Fort Meyers | FL | 05/2016 | 06/2025 |
| Raymond James Financial Services, Inc. | Fort Myers | FL | 06/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Fort Myers | FL | 06/2025 | Present |
(1)Name of Business: Brancazio Meisenzahl, LLC Address: 5294 Summerlin Commons Way Ste 1203, Fort Myers, FL, 33907-2164, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/24/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Managing Partner (2)Name of Business: Florida SouthWestern State College Foundation Address: FSW Arena/Campus - 8099 College Parkway, Fort Myers, FL, 33919, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Subcommittee Member, Committee Member Investment Related: Yes Start Date: 02/20/2019 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Director/Board Member // Member of the Investment Committee // Chair of the annual golf tournament benefiting Athletics.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-03-30 |
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