George Steven Feys

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

• 03/2008 → Present
  Raymond James Financial Services
  Beallsville, MD
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Beallsville, MD
• 03/2008 → 02/2024
  Seneca Wealth Strategies, Llc
  Beallsville, MD

Previous Registrations

• 2007-04-02 → 2008-03-17
  Morgan Stanley & Co. Llc
  Bethesda, MD
• 2004-08-13 → 2007-04-02
  Morgan Stanley Dw Inc.
  Bethesda, MD
  Bethesda, MD
• 1999-07-29 → 2004-08-24
  Citigroup Global Markets Inc.
  Bethesda, MD

Other Businesses

(1)Name of Business: Address: Activity Type: Loans - Personal to and from individuals Position/Title: Lender Investment Related: No Start Date: 10/01/2011 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: Personal Loan from Roth IRA held with Equity Trust Company. (2)Name of Business: Curry Address: Activity Type: Loans - Personal to and from individuals Position/Title: Lender Investment Related: No Start Date: 10/01/2011 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: Personal Loan from Roth IRA held with Equity Trust Company. (3)Name of Business: Feys Unit, LLC DBA Persistence Farm & Training, Wish Upon A Ster Friesians, Feys Kids Farm Project Address: 20631 W Hunter Road, Beallsville, MD, 20839, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/14/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of a sustainable family farm. On the farm, we have various animals that we occasionally sell - most often the offspring. We have repurposed a portion of the farm property as a storage facility for various vehicles. The storage clients all sign an Agreement that was drafted by one of my attorneys, and the practice is cleared through my property and liability insurance company. (4)Name of Business: Phase V Rentals LLC Address: 20631 W Hunter Road, Beallsville, MD, 20839, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/01/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental properties owned by my wife and myself through our LLC for this business activity. (5)Name of Business: Seneca Wealth Strategies, LLC Address: 20631 W Hunter Rd, Beallsville, MD, 20839, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/14/2008 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner of support company

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-03-18
• S63 Uniform Securities Agent State Law Examination
  1994-03-08

Other Names

• G Eteven Feys
• G S Feys