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Brian Reid Markowitz

Raymond James & Associates, Inc.

Savannah, GA

CRD 2222881

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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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-16
GA RA APPROVED 2013-03-20
  • TX RA
    APPROVED_RES
    Since 2026-03-16
  • GA RA
    APPROVED
    Since 2013-03-20

Branch Locations

530 Stephenson Avenue Suite 100, Savannah, GA 31405 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Savannah GA 02/2013 Present
Previous Registrations
  • 2008-07-02 → 2013-02-13
    Morgan Keegan & Company, Llc
    Hilton Head, SC
    Hilton Head, SC
    Savannah, GA
  • 2008-01-01 → 2008-06-20
    Wells Fargo Clearing Services, Llc
    Savannah, GA
  • 2003-04-07 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Savannah, GA
    St. Louis, MO
    Savannah, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-04-05
S63 Uniform Securities Agent State Law Examination 1992-04-21
  • S65 Uniform Investment Adviser Law Examination
    1994-04-05
  • S63 Uniform Securities Agent State Law Examination
    1992-04-21

View on SEC IAPD

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SETH KOVENSKY
JOSEPHINE ALICE CRAKE
RICHARD KELLY LANE

Nearby Offices

LPL FINANCIAL LLC · SAVANNAH, GA
VALIC FINANCIAL ADVISORS, INC. · SAVANNAH, GA
COMMONWEALTH FINANCIAL NETWORK · Savannah, GA

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