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Raymond James Financial Services Advisors, Inc CRD 149018
$390B regulatory AUM 5,542 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-27 |
Branch Locations
300 Brickstone Sq Suite 201, Andover, MA 01810 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Ansonia | CT | 02/2015 | 02/2025 |
| Raymond James Financial Services Advisors, Inc. | Andover | MA | 02/2025 | Present |
| Raymond James Financial Services, Inc. | Andover | MA | 02/2025 | Present |
| Centerline Wealth Management, Llc | Andover | MA | 02/2025 | Present |
| Boxford, Ma Fire Department | Boxford | MA | 06/2015 | Present |
Centerline Wealth Management Not investment-related Andover, MA DBA/Support Company Advisor 02/2025 0 hours per month 0 hours during trading James L Melvin American Legion Post 379 Not investment-related Boxford, MA Veteran's Organization Commander 01/2010 4 hours per month 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-23 |
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