Bryce Joshua Schulzke

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 05/2007 → Present
  Morgan Stanley & Co., Inc
  Jordan, UT
• 06/2009 → Present
  Morgan Stanley Smith Barney
  South Jordan, UT
• 12/2020 → Present
  Raymond James & Associates Inc
  Salt Lake City, UT

Previous Registrations

• 2012-05-01 → 2020-12-21
  Morgan Stanley
  South Jordan, UT

Other Businesses

1)Independent Contractor; SALT LAKE CITY, UT; musician; 06/2017; During business hours: 0, After business hours: 1 2) Name of Business: I play and teach music occasionally Address: 652 Harrison Ave, Salt Lake City, UT, 84105, United States Activity Type: Other Position/Title: Musician Investment Related: No Start Date: 12/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I play and teach drums very infrequently that I get small amounts of money for, this a hobby more than a money making venture. The band I play with most often when we do is Kairo By Night.

Exams

• S66 Uniform Combined State Law Examination
  2012-04-29
• S63 Uniform Securities Agent State Law Examination
  2008-12-23

Other Names

• Bryce Joshua Schulzke
• Bryce Schulzke