Angela Dee Shrewsberry

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

• 09/2016 → 09/2019
  Harford County Public Schools
  Bel Air, MD
• 09/2019 → 02/2024
  Merrill Lynch
  Bel Air, MD
• 05/2014 → 09/2016
  Unemployed
  Bel Air, MD
• 02/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Bel Air, MD
• 02/2024 → Present
  Raymond James Financial Services, Inc.
  Bel Air, MD

Previous Registrations

• 2022-03-04 → 2024-02-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bel Air, MD
  New York, NY

Other Businesses

(1)Name of Business: Crescendo Financial Group LLC Address: 602 S Atwood Rd Ste 208, Bel Air, MD, 21014-4329, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/16/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Administrative

Exams

• S66 Uniform Combined State Law Examination
  2022-03-03

Other Names

• Angela Dee Wilhelm
• Angela Dee Shrewsberry
• Angela Wilhelm
• Angela Shrewsberry