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Hayley Becca Glantz

Raymond James & Associates, Inc.

Chevy Chase, MD

CRD 7062200

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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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2022-12-01
  • MD RA
    APPROVED
    Since 2022-12-01

Branch Locations

2 Wisconsin Circle Suite 930, Chevy Chase, MD 20815 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Capital Grille Chevy Chase MD 06/2016 09/2019
Agency One Rockville MD 09/2016 01/2017
Raymond James Financial Services, Inc. Rockville MD 01/2019 06/2021
Raymond James & Associates, Inc. Chevy Chase MD 06/2021 Present
  • 06/2016 → 09/2019
    The Capital Grille
    Chevy Chase, MD
  • 09/2016 → 01/2017
    Agency One
    Rockville, MD
  • 01/2019 → 06/2021
    Raymond James Financial Services, Inc.
    Rockville, MD
  • 06/2021 → Present
    Raymond James & Associates, Inc.
    Chevy Chase, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-23
  • S66 Uniform Combined State Law Examination
    2022-11-23

View on SEC IAPD

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