Best Investors Account Sign in

Trevor C Mudrak

Raymond James & Associates, Inc.

Sarasota, FL

CRD 8068719

Claim This Profile
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
FL RA APPROVED 2025-11-19
  • FL RA
    APPROVED
    Since 2025-11-19

Branch Locations

2 N. Tamiami Trail Suite 804, Sarasota, FL 34236 • 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 Sarasota FL 06/2025 Present
Belmont Hills Country Club Saint Clairsville OH 03/2010 12/2018
Heritage Oaks Golf And Country Club Sarasota FL 01/2019 06/2020
Esplanade Golf And Country Club Lakewood Ranch FL 06/2020 07/2022
Heritage Oaks Golf And Country Club Sarasota FL 07/2022 05/2025
  • 06/2025 → Present
    Raymond James & Associates
    Sarasota, FL
  • 03/2010 → 12/2018
    Belmont Hills Country Club
    Saint Clairsville, OH
  • 01/2019 → 06/2020
    Heritage Oaks Golf And Country Club
    Sarasota, FL
  • 06/2020 → 07/2022
    Esplanade Golf And Country Club
    Lakewood Ranch, FL
  • 07/2022 → 05/2025
    Heritage Oaks Golf And Country Club
    Sarasota, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-17
  • S66 Uniform Combined State Law Examination
    2025-11-17

View on SEC IAPD

Nearby Firms

CPA INVESTMENT SOLUTIONS, INC.
EDWARD JONES
HENDRICKS WEALTH AND ESTATE MANAGEMENT

Nearby Investors

ANGELA ROBIN HILLIARD DYCHES
Kevin St John
Thomas Donald Anderson

Nearby Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL

More in Sarasota, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor