Best Investors Account Sign in
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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-19
  • FL RA
    APPROVED
    Since 2025-09-19

Branch Locations

880 Carillon Parkway, St. Petersburg, FL 33716 • 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
American Municipal Sec St Petersburg FL 03/2015 09/2018
Raymond James & Associates, Inc. St. Petersburg FL 10/2018 08/2024
Pershing Llc Lake Mary FL 09/2024 09/2025
Raymond James & Associates, Inc. Saint Petersburg FL 09/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-13
  • S66 Uniform Combined State Law Examination
    2017-02-13
Other Names
  • Robert James Atwood

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in St. Petersburg, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor