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Allison Danielle Zelli

Raymond James Financial Services Advisors, Inc

St Petersburg, FL

Charlotte, NC

Raymond James & Associates, Inc.

St. Petersburg, FL

Charlotte, NC

CRD 5434919

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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:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-09-11
  • NC RA
    APPROVED
    Since 2025-09-11

Branch Locations

880 Carillon Parkway, St Petersburg, FL 33716 • United States

Charlotte, NC • United States

Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2013-09-10
  • NC RA
    APPROVED
    Since 2013-09-10

Branch Locations

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Charlotte, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Charlotte NC 10/2007 Present
Raymond James Financial Services, Inc. Charlotte NC 10/2022 Present
Raymond James Financial Services Advisors, Inc Charlotte NC 09/2025 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-09
  • S66 Uniform Combined State Law Examination
    2013-09-09
Other Names
  • Allison Danielle Zelli
  • Allison Zelli

View on SEC IAPD

Nearby Firms

OSAIC ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
HORNOR, TOWNSEND & KENT, LLC

Nearby Investors

WILLIAM LOUIS WATERS
JONATHON E TUFT
DANIEL SCOTT BARE

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · ST PETERSBURG, FL
OSAIC ADVISORY SERVICES, LLC · ST. PETERSBURG, FL
OSAIC WEALTH, INC. · St. Petersburg, FL

More in St Petersburg, FL

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