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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:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2010-03-24
  • MI RA
    APPROVED
    Since 2010-03-24

Branch Locations

922 Wealthy Street Se, Grand Rapids, MI 49506 • United States

Grand Rapids, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Grand Rapids MI 09/2003 Present
Raymond James Financial Services Advisors, Inc Grand Rapids MI 02/2010 Present
Sytsma Wealth Strategies Grand Rapids MI 01/2014 Present
Other Businesses

(1)Name of Business: Sytsma Wealth Strategies Address: 922 Wealthy Street SE, Grand Rapids, MI, 49506, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-10-27
  • S63 Uniform Securities Agent State Law Examination
    2003-10-27
Designations
  • Certified Financial Planner

View on SEC IAPD

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