Alisa Lea Schultz

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

• 12/2020 → Present
  Raymond James Financial Services, Inc
  Fairfax, VA
• 04/2015 → 02/2017
  Fairfax County Public Schools
  Mclean, VA
• 03/2016 → 02/2017
  Unemployment
  Mclean, VA
• 02/2017 → 07/2017
  Page Chevrolet
  Alexandria, VA
• 07/2017 → 07/2018
  Unemployment
  Mclean, VA
• 07/2018 → 12/2019
  Life Matters
  Falls Church, VA
• 12/2019 → 12/2020
  Unemployment
  Mclean, VA
• 01/2021 → Present
  Raymond James Financial Services Advisors, Inc
  Fairfax, VA

Previous Registrations

• 2004-08-04 → 2005-08-04
  Chevy Chase Financial Services
  Bethesda, MD
• 2003-12-04 → 2004-07-20
  Wells Fargo Clearing Services, Llc
  Arlington, VA
• 1997-01-01 → 2003-11-10
  Chevy Chase Financial Services
  Bethesda, MD

Other Businesses

(1)Name of Business: Estes Wealth Strategies Address: 4114 Legato Rd Fl 5, Fairfax, VA, 22033-4002, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/11/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor, advise and support clients in investments and financial planning (including trade orders) (2)Name of Business: McLean Community Foundation Address: PO Box 75, McLean , VA, 22101, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Committee Member Investment Related: Yes Start Date: 06/20/2003 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist in operations of organization in educating the community about MCF. Assist in operations of annual 5k run/walk.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-22
• S65 Uniform Investment Adviser Law Examination
  1995-08-11
• S63 Uniform Securities Agent State Law Examination
  1995-03-24

Other Names

• Alisa Lea Gross