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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-25 |
| FL | RA | APPROVED | 2026-03-16 |
Branch Locations
2600 N Military Trl Ste 215, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Ft Lauderdale | FL | 04/2016 | 06/2019 |
| Truist Bank | Fort Lauderdale | FL | 06/2019 | 10/2021 |
| Truist Advisory Services, Inc. | Fort Lauderdale | FL | 09/2016 | 10/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 12/2021 | 12/2025 |
| Ritholtz Wealth Management | New York | NY | 12/2025 | 02/2026 |
| Raymond James Financial Services, Inc. | Boca Raton | FL | 03/2026 | Present |
| Truist Investment Services, Inc | Fort Lauderdale | FL | 04/2016 | 10/2021 |
| Raymond James Financial Services Advisors Inc. | Boca Raton | FL | 03/2026 | Present |
(1)Name of Business: Fortuna Wealth Address: 2600 N Military Trl Ste 215, Boca Raton, FL, 33431-6796, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/06/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I'm joining the Fortuna Wealth team as an independent FA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-01 |
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