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Raymond James & Associates, Inc. CRD 705
$501B regulatory AUM 2,231 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-09 |
| NY | RA | APPROVED | 2024-08-20 |
Branch Locations
6580 Main St Ste 1, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Williamsville | NY | 05/2019 | 05/2023 |
| Private Residential Real Estate | Buffalo | NY | 05/2018 | 05/2019 |
| Buffalo Sabres | Buffalo | NY | 11/2017 | 05/2018 |
| Unemployed | Buffalo | NY | 10/2016 | 11/2017 |
| National Lacrosse League | New York | NY | 11/2012 | 10/2016 |
| Oliver's Restaurant | Buffalo | NY | 06/2017 | 08/2018 |
| Bank Of America, N.A | Williamsville | NY | 06/2023 | 08/2024 |
| Raymond James & Associates, Inc. | Williamsville | NY | 08/2024 | Present |
| Bank Of America, N.A | Williamsville | NY | 05/2019 | 05/2023 |
| Merrill Lynch, Pierce, Fenner & Smith, Inc | Williamsville | NY | 06/2023 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-17 |
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