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Raymond James & Associates, Inc. CRD 705
$501B regulatory AUM 2,231 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-07-23 |
| TX | RA | APPROVED | 2024-03-22 |
| IL | RA | APPROVED | 2024-03-14 |
Branch Locations
4750 E 53Rd Street Suite 300, Davenport, IA 52807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Oak Brook | IL | 10/2015 | 03/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2016 | 03/2024 |
| Raymond James & Associates, Inc. | Davenport | IA | 03/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-26 |
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