Rick Adam Danielowski

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

• 02/2011 → 01/2018
  Wells Fargo Advisors Financial Network Llc
  Columbia, PA
• 01/2018 → Present
  Raymond James Financial Services, Inc.
  York, PA
• 01/2018 → Present
  Raymond James Financial Services Advisors Inc.
  York, PA

Previous Registrations

• 2011-02-18 → 2018-01-29
  Wells Fargo Advisors Financial Network, Llc
  York, PA
• 2009-08-05 → 2011-02-18
  Voya Financial Advisors, Inc.
  York, PA

Other Businesses

(1)Name of Business: Longview Wealth Solutions LLC Address: 120 Pine Grove Commons, York, PA, 17403, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/16/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Portfolio Strategist

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-07-29
• S63 Uniform Securities Agent State Law Examination
  2008-07-23