Kandace Ashley Sylvester

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

• 01/2009 → 09/2018
  Wells Fargo Bank Na
  Vienna, VA
• 08/2018 → 12/2020
  Wells Fargo Clearing Services Llc
  Vienna, VA
• 01/2021 → 03/2023
  Columbia Bank
  Bellevue, WA
• 01/2021 → 10/2023
  Cetera Investment Services Llc
  St Cloud, MN
• 01/2021 → 10/2023
  Cetera Investment Advisers Llc
  Bellevue, WA
• 03/2023 → Present
  Umpqua Bank
  Bellevue, WA
• 03/2024 → Present
  Raymond James Financial Services Inc.
  Mountlake Terrace, WA
• 03/2024 → Present
  Raymond James Financial Services Advisors Inc.
  Mountlake Terrace, WA
• 03/2025 → Present
  Halea Yoga
  Seattle, WA
• 12/2025 → Present
  Datza Studios
  Seattle, WA

Previous Registrations

• 2021-02-26 → 2023-10-18
  Cetera Investment Advisers Llc
  Bellevue, WA
• 2018-12-03 → 2020-12-22
  Wells Fargo Clearing Services, Llc
  Vienna, VA
  Mclean, VA

Other Businesses

(1)Name of Business: Address: 12034 15TH AVE NE, 103, Seattle, WA, 98125, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Long term rental on a single family home managed by a local management company. My responsibility is to pay the management company, mortgage lender, insurance and taxes. I am also responsible for maintenance. (2)Name of Business: Columbia Wealth Advisors Address: 95 102ND AVE NE , BELLEVUE, WA, 98004, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/04/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: I am a Licensed Private Banker on our Columbia Wealth Team but i also hold my securities licenses with Columbia Advisors. I am not an advisor in my current role, i only partner with advisors. (3)Name of Business: Kan Do Yoga LLC Address: 12034 15TH AVE NE, 103, Seattle, WA, 98125, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Yoga teaching- public yoga classes and retreats. This LLC was created to receive 1099 income from teaching activities only.

Exams

• S66 Uniform Combined State Law Examination
  2018-12-03

Other Names

• Kandace Sylvester