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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 | 2026-03-06 |
Branch Locations
766 N. Sun Drive Suite 2090, Lake Mary, FL 32746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Orlando | FL | 06/2013 | 06/2021 |
| Bbva Securities Inc. | Orlando | FL | 06/2013 | 06/2021 |
| Bbva Wealth Solutions Inc. | Orlando | FL | 06/2013 | 06/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 06/2013 | 06/2021 |
| First Horizon Advisors, Inc. | Orlando | FL | 06/2021 | 08/2025 |
| Lpl Financial Llc | Orlando | FL | 08/2025 | 02/2026 |
| Raymond James Financial Services Inc. | Lake Mary | FL | 02/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Lake Mary | FL | 02/2026 | Present |
(1)Name of Business: Carrasquel Wealth Management Address: 766 N Sun Dr Ste 2090, Lake Mary, FL, 32746-2566, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 02/25/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Role in relation to activity: Advisor , Owner/Proprietor\n\nFinancial Planning and investment management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-05 |
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