Stephan Craig Machovina

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

• 10/2000 → Present
  Raymond James & Associates, Inc.
  North Olmsted, OH

Other Businesses

(1)Name of Business: Ohio Tree Farm Committee Address: 507 Main St, Zanesville, OH, 43701, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 08/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Overseeing the administration and promotion of the Ohio Tree Farm program, which is part of the American Tree Farm System. As a member of Finance committee, will help prepare investment policy statement and search of appropriate asset managers.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-22
• S63 Uniform Securities Agent State Law Examination
  1994-07-22

Other Names

• Stephan C Machovina