Alexander Udwari

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 05/2016 → 09/2017
  Global Financial Private Capital
  Sarasota, FL
• 06/2016 → 09/2017
  Gf Investment Services, Llc
  Sarasota, FL
• 09/2017 → Present
  Raymond James & Associates, Inc.
  St. Petersburg, FL

Previous Registrations

• 2016-06-20 → 2017-09-13
  Global Financial Private Capital, Inc.
  Sarasota, FL
• 2012-04-05 → 2016-05-16
  T. Rowe Price Advisory Services, Inc.
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-07
• S66 Uniform Combined State Law Examination
  2008-03-28
• S63 Uniform Securities Agent State Law Examination
  2007-12-07

Other Names

• Alexander J Udwari
• Alexander Josef Udwari