Shaye Nicole Smith

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

• 06/2018 → Present
  Raymond James Financial Services, Inc.
  Orlando, FL
• 04/2019 → 06/2020
  Jeremiah's Italian Ice
  Winter Springs, FL
• 06/2014 → 05/2018
  Timber Creek High School
  Orlando, FL
• 09/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Orlando, FL

Other Businesses

(1) Name of Business: Agility Wealth Management Address: 720 Rugby St Ste 200, Orlando, FL, 32804, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 05/24/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Marketing DBA for our group (2) Name of Business: BCW Financial Consultants LLC Address: 720 Rugby St Ste 200, Orlando, FL, 32804-4960, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner. Support company for RJ business for payroll

Exams

• S66 Uniform Combined State Law Examination
  2021-09-07

Other Names

• Shaye Nicole Wood