Hunter Seth Schmeltzer

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

• 10/2020 → 04/2022
  Charles Schwab & Co., Inc.
  Richfield, OH
• 02/2020 → 05/2020
  Kent State University
  Kent, OH
• 08/2016 → 08/2020
  Kent State University
  Kent, OH
• 12/2017 → 05/2018
  Hyland Software
  Westlake, OH
• 04/2022 → 12/2023
  Northcoast Research Partners, Llc
  Cleveland, OH
• 01/2024 → Present
  Raymond James Financial Services Inc.
  Mentor, OH
• 01/2025 → Present
  Carver Financial Services, Llc
  Mentor, OH
• 01/2024 → 12/2024
  Carver Financial Services
  Mentor, OH

Previous Registrations

• 2023-06-23 → 2023-12-31
  Northcoast Research Partners, Llc
  Cleveland, OH

Other Businesses

(1)Name of Business: Carver Financial Services LLC Address: 7473 Center St, Mentor, OH, 44060-5803, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Associate

Exams

• S66 Uniform Combined State Law Examination
  2023-06-01
• S63 Uniform Securities Agent State Law Examination
  2021-07-19

Other Names

• Hunter Schmeltzer