Pei Elizabeth Ivins

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 01/2023 → 03/2024
  Raymond James & Associates, Inc
  New York, NY
• 05/2021 → 01/2023
  Ars Investment Partners, Llc
  New York, NY
• 03/2021 → 04/2021
  Imagine Float
  Avon, CT
• 03/2021 → 04/2021
  Padgett Business Services
  Farmington, CT
• 07/2020 → 09/2020
  Lake Compounce
  Bristol, CT
• 05/2019 → 08/2019
  Live Nation Entertainment
  Hartford, CT
• 05/2019 → 08/2019
  Lake Compounce
  Bristol, CT
• 05/2019 → 08/2019
  Ubs Financial Services, Inc.
  Hartford, CT
• 07/2018 → 08/2018
  Raymond James
  West Hartford, CT
• 05/2018 → 08/2018
  4-H Education Center At Auerfarm
  Bloomfield, CT
• 06/2017 → 08/2017
  4-H Education Center At Auerfarm
  Bloomfield, CT
• 09/2016 → 05/2017
  University Student/Unemployed
  Washington, DC
• 09/2017 → 05/2018
  University Student/Unemployed
  Washington, DC
• 09/2018 → 04/2019
  University Student/Unemployed
  Washington, DC
• 09/2019 → 06/2020
  University Student/Unemployed
  Washington, DC
• 10/2020 → 02/2021
  Unemployed
  West Hartford, CT
• 03/2024 → Present
  Raymond James & Associates, Inc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-10-06

Other Names

• Pei Ivins