Eitan Esan

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

• 07/2016 → 08/2019
  Morgan Stanley
  Boca Raton, FL
• 10/2016 → 08/2019
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 08/2019 → Present
  Raymond James & Associates, Inc
  Boca Raton, FL

Previous Registrations

• 2016-10-11 → 2019-08-06
  Morgan Stanley
  Boca Raton, FL
  Boca Raton, FL

Other Businesses

(1)Name of Business: Boca Raton Synagogue Address: 7900 N montoya Cir, Boca RAton, FL, 33433, United States Activity Type: Religious Position/Title: Other, Finance/Investment Committee Member Investment Related: Yes Start Date: 07/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: endowment committee

Exams

• S66 Uniform Combined State Law Examination
  2016-08-19

Other Names

• Eitan Esan