Stephen Jeffrey Hanvey

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 02/1996 → Present
  Raymond James Financial Services, Inc.
  Austin, TX
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Austin, TX
• 03/1996 → Present
  Hanvey Financial
  Austin, TX

Previous Registrations

• 1997-07-08 → 2007-12-31
  Hanvey Financial
  Los Altos, CA

Other Businesses

(1)Name of Business: Hanvey Financial Address: 1705 S. Capital of Texas Suite 125, Austin, TX, 78746, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/01/1996 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: it is one and the same as

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-12-22
• S63 Uniform Securities Agent State Law Examination
  1993-12-13

Other Names

• Stephen Hanvey