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Marshall William Roy

Raymond James & Associates, Inc.

Jersey City, NJ

St. Petersburg, FL

CRD 7073703

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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
NJ RA APPROVED 2026-07-29
LA RA APPROVED 2021-11-05
  • NJ RA
    APPROVED
    Since 2026-07-29
  • LA RA
    APPROVED
    Since 2021-11-05

Branch Locations

Jersey City, NJ • United States

880 Carillon Parkway, St. Petersburg, FL 33716 • 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
Raymond James & Associates, Inc. Jersey City NJ 02/2019 Present
Bryant Pond Bryant Pond ME 05/2015 07/2018
Tulane University New Orleans LA 08/2018 05/2021
Bacobar Covington LA 05/2017 07/2017
Unemployed Madisonville LA 01/2011 04/2017
  • 02/2019 → Present
    Raymond James & Associates, Inc.
    Jersey City, NJ
  • 05/2015 → 07/2018
    Bryant Pond
    Bryant Pond, ME
  • 08/2018 → 05/2021
    Tulane University
    New Orleans, LA
  • 05/2017 → 07/2017
    Bacobar
    Covington, LA
  • 01/2011 → 04/2017
    Unemployed
    Madisonville, LA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-01
  • S66 Uniform Combined State Law Examination
    2021-11-01

View on SEC IAPD

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