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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearpath Financial Llc; Dba For Investment | S. Barrington | IL | 06/2020 | 08/2025 |
| Fifth Third Bank, N.A. | Rosemont | IL | 05/2014 | 05/2020 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 06/2020 | 02/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2022 | 02/2024 |
| Fortis Capital Advisors, Llc | Prairie Village | KS | 05/2024 | 08/2025 |
| Raymond James Financial Services, Inc. | Lake In The Hills | IL | 08/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Lake In The Hills | IL | 08/2025 | Present |
| Olesen Financial Group | Lake In The Hills | IL | 08/2025 | Present |
Olesen Financial Group not investment related Lake in the Hills, IL DBA/Support Company Advisor start date: 08/2025 0 hrs per month 0 during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-14 |
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