Brian Charles Kilczewski

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 → 11/2016
  Wells Fargo Advisors Llc
  Tampa, FL
• 11/2016 → 05/2024
  Wells Fargo Clearing Services, Llc
  Tampa, FL
• 05/2024 → Present
  Raymond James & Associates Inc.
  Saint Petersburg, FL

Previous Registrations

• 2014-03-31 → 2024-05-22
  Wells Fargo Clearing Services, Llc
  Tampa, FL
  Tampa, FL
  Clearwater, FL
  Clearwater, FL
• 2013-05-06 → 2014-04-10
  B. C. Ziegler And Company
  Tampa, FL
  Chicago, IL
• 2012-04-10 → 2013-04-09
  Ameriprise Financial Services, Llc
  Clearwater, FL
• 2010-07-08 → 2012-04-23
  Morgan Stanley
  Clearwater, FL
• 2003-06-24 → 2009-03-26
  Ameriprise Advisor Services, Inc.
  Clearwater, FL
  New Port Richey, FL
  Bradenton, FL
  Orlando, FL
  Daytona Beach, FL
  Sun City Center, FL
  Tampa, FL
  Jacksonsville Beach, FL
  Clearwater, FL

Other Businesses

(1)Name of Business: The Peaceful Stitch, LLC Address: 12311 Glenfield Ave, Tampa, FL, 33626, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 03/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 100% ownership by spouse, crochet craft business, wife is a vendor at local craft markets. I help set up & break down the display.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-10-29
• S63 Uniform Securities Agent State Law Examination
  1993-08-06