Marc L Kanoff

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

• 05/2012 → Present
  Raymond James & Associates
  Sarasota, FL

Other Businesses

(1)Name of Business: JFCS of the Suncoast Address: 2688 Fruitville RD, Sarasota, FL, 34237, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 10/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Vice Chair of Board. No direct responsibility other than to be part of the Executive Committee. Investment Committee meets 4 times per year. Investments are managed by Truist. I will have no ability to invest or deal with cash. There is no check signing authority. All decisions go through the CFO of JFCS to move money

Exams

• S66 Uniform Combined State Law Examination
  2012-09-20