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Raymond James Financial Services Advisors, Inc CRD 149018
$390B regulatory AUM 5,542 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-02-20 |
| PA | RA | APPROVED | 2024-02-20 |
| TX | RA | APPROVED | 2024-02-20 |
Branch Locations
Lambertville, NJ • United States
301 Oxford Valley Rd Suite 803B, Yardley, PA 19067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Yardley | PA | 03/2014 | 02/2024 |
| Raymond James Financial Services, Inc. | Yardley | PA | 02/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Yardley | PA | 02/2024 | Present |
| Lutschaunig Wealth Management | Yardley | PA | 02/2024 | Present |
(1)Name of Business: Lutschaunig Wealth Management Address: 301 Oxford Valley Rd Ste 803B, Yardley, PA, 19067-7714, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/20/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Branch Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-15 |
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