Barry Marc Sobel

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 09/2016
  Deutsche Bank Securities Inc.
  Atlanta, GA
• 09/2016 → Present
  Raymond James & Associates, Inc.
  Atlanta, GA
• 07/2014 → Present
  Tucket Footwear
  Multiple, GA

Previous Registrations

• 2005-09-08 → 2016-09-06
  Deutsche Bank Securities Inc.
  Atlanta, GA
  Atlanta, GA
• 2003-05-08 → 2005-09-09
  A. G. Edwards & Sons, Inc.
  Duluth, GA

Other Businesses

(1)Name of Business: AIPAC Address: 335 Ontario Ave, park city, UT, 84060, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 08/01/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties:

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-12-22