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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2022-10-25 |
Branch Locations
East Longmeadow, MA • United States
294 Main Street Suite 103, East Longmeadow, MA 01028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Tempe | AZ | 07/2012 | 10/2022 |
| Raymond James Financial Services, Inc. | East Longmeadow | MA | 10/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | East Longmeadow | MA | 10/2022 | Present |
(1) Name of Business: Ferrentino Wealth Management Address: 294 N Main St Ste 103, East Longmeadow, MA, 01028-1879, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/20/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: President and Financial Advisor of Ferrentino Wealth Management, associated with RJFS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-28 |
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