Ian Matthew Reitman

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

• 08/2014 → Present
  Raymond James Financial Services, Inc.
  Wayne, PA
• 06/2014 → Present
  Birch Run Financial Llc
  Wayne, PA
• 10/2014 → Present
  Raymond James Financial Services Advisors Inc.
  Wayne, PA

Previous Registrations

• 2012-06-12 → 2012-11-30
  Wiley Group
  West Conshohocken, PA

Other Businesses

(1)Name of Business: Birch Run Financial LLC Address: 595 E Swedesford Rd Ste 360, Wayne, PA, 19087, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 06/30/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Servicing Existing Clients + New Client Acquisition

Exams

• S66 Uniform Combined State Law Examination
  2014-10-28
• S65 Uniform Investment Adviser Law Examination
  2012-06-11