Brad Lee Chamness

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

• 10/2010 → 01/2017
  Ubs Financial Services Inc
  Palm Beach Gardens, FL
• 01/2017 → Present
  Raymond James Financial Services, Inc.
  Palm Beach Gardens, FL
• 02/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Palm Beach Gardens, FL
• 01/2017 → Present
  Edgewater Wealth Management Llc
  Palm Beach Gardens, FL

Previous Registrations

• 2010-10-08 → 2017-01-24
  Ubs Financial Services Inc.
  Palm Beach Gardens, FL
• 2009-06-01 → 2010-10-29
  Morgan Stanley
  North Palm Beach, FL
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  North Palm Beach, FL
• 2005-03-22 → 2007-04-02
  Morgan Stanley Dw Inc.
  North Palm Beach, FL
  N. Palm Bch., FL
• 1993-07-31 → 2005-04-06
  Citigroup Global Markets Inc.
  North Palm Beach, FL

Other Businesses

(1)Name of Business: Edgewater Wealth Management LLC Address: 100 Village Square Crossing, Suite 201, Palm Beach Gardens, FL, 33410, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/13/2017 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

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-07-01
• S65 Uniform Investment Adviser Law Examination
  1993-07-01

Other Names

• Brad Lee Chamness