Stefanie Daley

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

• 06/2012 → Present
  Raymond James Financial, Inc.
  St. Petersburg, FL

Other Businesses

Jazzercise . It is not Investment related. On-line classes offered via Zoom (no physical address). Fitness industry. Fitness Instructor, Franchisee. Certified on 3/15/2006. 4-6 hours monthly. Zero hours during securities trading hours. I teach an rhythmic aerobics with strength training.

Exams

• S66 Uniform Combined State Law Examination
  2025-03-11

Other Names

• Stefanie Sweeney