Lynne M Kistenmacher

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

• 03/2014 → 11/2023
  Morgan Stanley
  Aventura, FL
• 11/2023 → Present
  Raymond James & Associates
  Aventura, FL

Previous Registrations

• 2014-03-31 → 2023-11-15
  Morgan Stanley
  Aventura, FL
• 2010-01-01 → 2014-03-31
  Ubs Financial Services Inc.
  Miami, FL
• 2005-03-14 → 2010-01-01
  Ubs International Inc.
  Miami, FL
  Miami, FL
• 1994-04-07 → 2005-04-04
  Citigroup Global Markets Inc.
  Miami, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-23
• S63 Uniform Securities Agent State Law Examination
  2003-02-24

Other Names

• Lynne Kistenmacher
• Lynne Marie Kistenmacher
• Lynne Marie Lopez