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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-21 |
| MA | RA | APPROVED | 2025-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 09/2010 | 07/2025 |
| Croteau Financial | Fitchburg | MA | 09/2010 | 07/2025 |
| Raymond James Financial Services, Inc. | Fitchburg | MA | 07/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Fitchburg | MA | 07/2025 | Present |
(1)Name of Business: Croteau Financial Address: 114 Summer St, Fitchburg, MA, 01420-5763, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: No Start Date: 07/21/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Sole Proprietor, Financial Advisor, Planner, Wealth Manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-13 |
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