Brian Michael Locatelli

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

• 08/2018 → Present
  Raymond James Financial Services, Inc
  Ukiah, CA
• 10/2015 → 06/2018
  Savings Bank Of Mendocino County
  Ukiah, CA
• 06/2018 → 08/2018
  Raymond James Financial Services, Inc
  Ukiah, CA
• 01/2019 → Present
  Raymond James Financial Services Advisors Inc.
  Ukiah, CA
• 07/2019 → Present
  Savings Bank Of Mendocino County
  Ukiah, CA

Other Businesses

(1)Name of Business: Hospice of Ukiah Address: 620 S Dora St, Suite 101, Ukiah, CA, 95482, United States Activity Type: Non profit Position/Title: Officer - Vice President, Advisory Board Investment Related: Yes Start Date: 10/31/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Proposed responsibility would be to become a board of director for the local Hospice group in our area (2)Name of Business: Savings Bank of Mendocino County Address: 200 N School St, Ukiah, CA, 95482, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 07/23/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Raymond James dual employee

Exams

• S66 Uniform Combined State Law Examination
  2019-01-10