Best Investors Account Sign in
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:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-06
  • TX RA
    APPROVED
    Since 2025-11-06

Branch Locations

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Arlington, TX • United States

Raymond James & Associates, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-11
  • TX RA
    APPROVED
    Since 2024-06-11

Branch Locations

Arlington, TX • United States

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
Amazon Fort Worth TX 03/2017 08/2017
Texas Tech University Lubbock TX 08/2014 01/2017
The University Of Texas At Arlington Arlington TX 12/2017 08/2020
Unemployed Fort Worth TX 08/2017 08/2018
Fidelity Investments Westlake TX 01/2021 12/2021
Unemployed Fort Worth TX 08/2020 01/2021
Robinhood Financial, Llc Westlake TX 01/2022 12/2023
Robinhood Markets, Inc Westlake TX 06/2022 12/2023
Raymond James & Associates, Inc. Arlington TX 12/2023 Present
Raymond James Financial Services Inc. Arlington TX 10/2025 Present
Raymond James Services Advisory Inc. Arlington TX 10/2025 Present
  • 03/2017 → 08/2017
    Amazon
    Fort Worth, TX
  • 08/2014 → 01/2017
    Texas Tech University
    Lubbock, TX
  • 12/2017 → 08/2020
    The University Of Texas At Arlington
    Arlington, TX
  • 08/2017 → 08/2018
    Unemployed
    Fort Worth, TX
  • 01/2021 → 12/2021
    Fidelity Investments
    Westlake, TX
  • 08/2020 → 01/2021
    Unemployed
    Fort Worth, TX
  • 01/2022 → 12/2023
    Robinhood Financial, Llc
    Westlake, TX
  • 06/2022 → 12/2023
    Robinhood Markets, Inc
    Westlake, TX
  • 12/2023 → Present
    Arlington, TX
  • 10/2025 → Present
    Raymond James Financial Services Inc.
    Arlington, TX
  • 10/2025 → Present
    Raymond James Services Advisory Inc.
    Arlington, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-10
S63 Uniform Securities Agent State Law Examination 2021-05-17
  • S65 Uniform Investment Adviser Law Examination
    2024-06-10
  • S63 Uniform Securities Agent State Law Examination
    2021-05-17
Other Names
  • Aatish Shrestha

View on SEC IAPD

More in Saint Petersburg, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor