Matthew Benjamin Karpay

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

• 11/2020 → 08/2021
  Morgan Stanley
  Temple Terrace, FL
• 09/2019 → 10/2020
  Ftr Hospitality
  St. Petersburg, FL
• 07/2019 → 09/2019
  Ftr Hospitality
  St. Petersburg, FL
• 12/2017 → 07/2019
  Oxford Exchange
  Tampa, FL
• 02/2015 → 01/2018
  O8O Studios
  Tampa, FL
• 08/2021 → Present
  Raymond James & Associates, Inc.
  St. Petersburg, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-08-06

Other Names

• Matthew Benjamin Kennedy
• Matthew Kennedy
• Matthew Karpay
• Matthew B Karpay