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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-01 |
Branch Locations
Mechanicsville, VA • United States
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | St Louis | MO | 02/2010 | 04/2022 |
| Stifel Independent Advisors, Llc | St. Louis | MO | 04/2022 | 04/2025 |
| Raymond James Financial Services | Mechanicsville | VA | 04/2025 | Present |
| Raymond James Financial Services Advisors | Mechanicville | VA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-08 |
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