Daniel Charles Stuven

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

• 09/2021 → Present
  Raymond James Financial Services, Inc
  East Setauket, NY
• 03/2021 → 09/2021
  New York Life Insurance Company
  Melville, NY
• 05/2019 → 01/2021
  Everyday Pools Inc
  Holbrook, NY
• 08/2016 → 05/2020
  Binghamton University - Suny
  Vestal, NY
• 09/2018 → 03/2020
  Dos Rios Cantina
  Binghamton, NY
• 05/2022 → Present
  Raymond James Financial Services Advisors, Inc
  East Setauket, NY

Other Businesses

(1)Name of Business: Girard Wealth Management Group Address: 376 Mark Tree Rd, East Setauket, NY, 11733-1002, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/07/2021 Hours per month devoted to this business: 41+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Research and Trading

Exams

• S66 Uniform Combined State Law Examination
  2022-04-30

Designations

• Chartered Financial Analyst

Other Names

• Dan Stuven