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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
NY RA APPROVED 2021-06-14
TX RA APPROVED 2020-10-16
NJ RA APPROVED 2020-04-29
  • NY RA
    APPROVED
    Since 2021-06-14
  • TX RA
    APPROVED
    Since 2020-10-16
  • NJ RA
    APPROVED
    Since 2020-04-29

Branch Locations

1055 Franklin Ave, Ste 200, Garden City, NY 11530 • 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
Wells Fargo Advisors Garden City NY 11/2015 04/2020
Raymond James Financial Services, Inc. Garden City NY 04/2020 Present
Raymond James Financial Services Advisors, Inc. Garden City NY 04/2020 Present
Previous Registrations
Other Businesses

(1)Name of Business: Hilary R Kuster LLC Address: 1055 Franklin Ave Ste 200, Garden City, NY, 11530-2903, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/31/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Proprietor/Owner. LLC for RJ Business (2)Name of Business: Ten55WMG LLC Address: 1055 Franklin Ave Ste 200, Garden City, NY, 11530, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: act as partner (3)Name of Business: Waypoint Wealth Management Group Address: 1055 Franklin Ave Ste 200, Garden City, NY, 11530-2903, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Managing Partner

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-29
  • S66 Uniform Combined State Law Examination
    2016-01-29
Designations
  • Certified Financial Planner
Other Names
  • Hilary Rose Disilvio
  • Hilary Rose Di Silvio

View on SEC IAPD

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