Shannon Reid

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 06/2007 → 12/2018
  Raymond James & Associates
  St. Petersburg, FL
• 12/2018 → 01/2026
  Raymond James Financial Services, Inc.
  St Petersburg, FL
• 12/2018 → 01/2026
  Raymond James Financial Services Advisors, Inc
  St Petersburg, FL
• 01/2026 → Present
  Osaic Wealth
  Scottsdale, AZ

Previous Registrations

• 2018-12-20 → 2025-12-16
  Raymond James Financial Services Advisors, Inc
  St Petersburg, FL
  Tampa, FL
• 2016-02-15 → 2018-12-18
  Raymond James & Associates, Inc.
  St. Petersburg, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-09
• S66 Uniform Combined State Law Examination
  2005-01-24

Other Names

• Shannon Reid
• Shannon Belveal Reid