Frederick Ferdinand Ehrsam

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

• 09/2014 → Present
  Raymond James Financial Services, Inc
  Bel Air, MD
• 09/2014 → Present
  Raymond James Financial Services Advisors Inc.
  Bel Air, MD

Previous Registrations

• 2003-04-10 → 2014-09-23
  Wells Fargo Clearing Services, Llc
  Baltimore, MD
  Hunt Valley, MD
  Towson, MD
  Columbia, MD
  Severn, MD
• 1995-05-02 → 2003-04-03
  Morgan Stanley Dw Inc.
  Balt, MD

Other Businesses

(1)Name of Business: ACSIA Partners Address: 5 N Main St, Bel Air, MD, 21014-8895, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 02/28/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Long Term Care (2)Name of Business: Calluna Vineyards Address: 11450 Brooks Road, Windsor, CA, 21244, United States Activity Type: Other Position/Title: Partner Investment Related: No Start Date: 01/31/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: None. Investment from my Mother given to me and my brother (3)Name of Business: Ehrsam Wealth Strategies LLC Address: 5 N Main St Suite 2B, Bel Air, MD, 21014, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/19/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of support company

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-03-27
• S63 Uniform Securities Agent State Law Examination
  1991-06-06

Other Names

• Frederick Ferdinand Ehrsam
• Fritz Ehrsam