Allison M Maier

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

• 09/2016 → 02/2017
  Cetera Advisors Llc
  Denver, CO
• 02/2017 → 08/2019
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 08/2019 → 09/2019
  Lpl Financial Llc
  Rochester, NY
• 10/2019 → 03/2023
  Cadaret Grant & Co., Inc.
  Rochester, NY
• 04/2023 → 06/2026
  Raymond James & Assoicates
  Spencerport, NY
• 06/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Atlanta, GA
• 06/2026 → Present
  Raymond James Financial Services, Inc.
  Atlanta, GA
• 01/2019 → 08/2019
  American Portfolios Advisors, Inc
  Holbrook, NY
• 08/2015 → 09/2016
  Cetera Advisors Llc
  Rochester, NY

Previous Registrations

• 2023-04-12 → 2026-06-26
  Raymond James & Associates, Inc.
  Spencerport, NY
  St. Petersburg, FL
• 2019-10-23 → 2023-03-31
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
  Rochester, NY
  Syracuse, NY
  Liverpool, NY
• 2019-09-04 → 2019-10-17
  Lpl Financial Llc
  Rochester, NY
• 2019-01-29 → 2019-08-19
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

Bespoke Capital Not investment-related Atlanta, GA DBA/Support Company Associate/Employee 06/2026 0 hours per month 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2018-12-17

Other Names

• Allison Marie Ziobrowski
• Allison M Maier
• Allison M Ziobrowski