Stephen Quinlan Nesbit

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2006 → 10/2019
  Wells Fargo
  Lenox, MA
• 10/2019 → Present
  Raymond James Financial Services, Inc.
  Lenox, MA
• 06/2019 → Present
  Keator Group Llc
  Lenox, MA
• 03/2025 → Present
  Raymond James Financial Services Advisors, Inc
  Lenox, MA

Other Businesses

(1)Name of Business: Keator Group LLC Address: 218 Main St, Lenox, MA, 01240, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/16/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Licensed operations manager

Exams

• S66 Uniform Combined State Law Examination
  2025-03-04
• S63 Uniform Securities Agent State Law Examination
  2008-01-04

Other Names

• Stephen Q Nesbit
• Stephen Quinland Nesbit