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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 | 2022-12-21 |
Branch Locations
Jacksonville, FL • United States
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Jacksonville | FL | 07/2014 | 02/2018 |
| Bank Of America, N.A. | Jacksonville | FL | 02/2016 | 02/2018 |
| Morgan Stanley | Tampa | FL | 04/2018 | 10/2022 |
| Raymond James & Associates, Inc. | St.PEtersburg | FL | 10/2022 | 03/2026 |
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 10/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | St. Petersburg | FL | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-05 |
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