Annette Ruh

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

• 06/2017 → 10/2021
  Morgan Stanley
  Paramus, NJ
• 11/2021 → Present
  Raymond James Financial Services, Inc.
  Odessa, FL
• 11/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Odessa, FL
• 04/2016 → 06/2017
  Unemployed
  Paramus, NJ

Previous Registrations

• 2017-06-30 → 2021-11-22
  Morgan Stanley
  Paramus, NJ
  Tampa, FL
• 2012-01-12 → 2016-04-27
  Rbc Capital Markets, Llc
  Paramus, NJ
• 2008-10-06 → 2012-01-18
  Oppenheimer & Co. Inc.
  Florham Park, NJ

Other Businesses

(1)Name of Business: Montagna Wealth Management LLC Address: 3048 Francoa Drive, Odessa, FL, 33556, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: assist FA in all administrative duties

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-10-04
• S63 Uniform Securities Agent State Law Examination
  2005-11-23

Other Names

• Annette Ragosta