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Raymond James & Associates, Inc. CRD 705
$501B regulatory AUM 2,231 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-20 |
| TX | RA | APPROVED | 2024-08-20 |
Branch Locations
Clarence Center, NY • United States
6580 Main St Ste 1, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Williamsville | NY | 10/2010 | 08/2024 |
| Bank Of America, N.A. | Williamsville | NY | 11/2010 | 08/2024 |
| Raymond James & Associates, Inc. | Williamsville | NY | 08/2024 | Present |
(1)Name of Business: Fordham School LLC Address: 6536 Heise Rd, Clarence Center, NY, 14032, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 11/27/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage Airbnb listing (2)Name of Business: Fordham School LLC Address: 6536 Heise Road, Clarence Center, NY, 14032, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 11/27/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own a condo in Florida that we rent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-04 |
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