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Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2021-06-28
  • MD RA
    APPROVED
    Since 2021-06-28

Branch Locations

485 Ritchie Highway Suite A103, Severna Park, MD 21146 • United States

9151 Baltimore National Pike, Ellicott City, MD 21042 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Bank Wilmington DE 06/2014 03/2018
T Rowe Price Owings Mills MD 03/2018 06/2021
Raymond James Financial Services, Inc Ellicott City MD 06/2021 Present
Fulton Bank Severna Park MD 06/2021 Present
Raymond James Financial Services Advisors, Inc. Ellicott City MD 06/2021 Present
  • 06/2014 → 03/2018
    Pnc Bank
    Wilmington, DE
  • 03/2018 → 06/2021
    T Rowe Price
    Owings Mills, MD
  • 06/2021 → Present
    Raymond James Financial Services, Inc
    Ellicott City, MD
  • 06/2021 → Present
    Fulton Bank
    Severna Park, MD
  • 06/2021 → Present
    Ellicott City, MD
Previous Registrations
Other Businesses

1. Name of Business: Fulton Bank Address: 601 Baltimore Annapolis Ste 208, Severna Park, MD, 21146, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 06/28/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Provide financial consultation to current bank clients and prospects. 2. Name of Business : Fulton Bank Address: Severna Park, MD Nature of the Business: Bank/Credit Union Associate Position/Title: Employee Investment Related: Yes Start Date: 07/20/2021 Hours per month devoted to this business: 160 Hours per month devoted to this business during trading hours: 130 Description of duties: Provide financial consultation to current bank clients and prospects.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-09
  • S66 Uniform Combined State Law Examination
    2015-06-09
Designations
  • Certified Financial Planner
Other Names
  • Pavel Petrash
  • Pavel Vladimir Petrash

View on SEC IAPD

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