Paul Samuel Rashid

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → Present
  Raymond James Financial Services,Inc
  Oakbrook, IL
• 03/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Oakbrook, IL
• 07/2015 → 09/2020
  Sage Private Wealth Group, Llc
  Chicago, IL
• 10/2017 → 01/2021
  Nogi Brands
  Chicago, IL
• 10/2020 → 11/2020
  Rashid & Associates Inc.
  Chicago, IL

Previous Registrations

• 2016-04-27 → 2020-10-01
  Sage Private Wealth Group, Llc
  Chicago, IL
  Oakbrook Terrace, IL

Other Businesses

(1)Name of Business: Rashid & Associates Inc. Address: 1200 N. Ashland Ave., Ste. 500, Chicago, IL, 60622, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Sole Owner, Operator & Partner

Exams

• S66 Uniform Combined State Law Examination
  2016-03-11