Stephanie Lynn Delacruz

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

• 03/2008 → 12/2019
  Raymond James & Associates, Inc.
  Munster, IN
• 12/2019 → Present
  Raymond James Financial Services Inc.
  Munster, IN
• 12/2019 → Present
  Raymond James Financial Services Advisors, Inc.
  Munster, IN

Previous Registrations

• 2009-01-09 → 2019-12-16
  Raymond James & Associates, Inc.
  Munster, IN

Other Businesses

(1)Name of Business: O'Neill Family Wealth Management Inc. Address: 9333 Calumet Ave Ste B, Munster, IN, 46321, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee, Officer - Secretary Investment Related: No Start Date: 12/16/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: i assist clients with their requests and needs such as preparing documentation, processing client requests and paperwork, maintaining branch records, answering clients phone calls

Exams

• S66 Uniform Combined State Law Examination
  2009-01-08

Other Names

• Stephanie Lynn Oneill
• Stephanie Lynn O'NEill