Steven David Artzi

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

• 06/2009 → 01/2017
  Morgan Stanley Smith Barney
  Boca Raton, FL
• 01/2015 → 01/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 01/2017 → Present
  Raymond James Financial Services, Inc.
  Boca Raton, FL
• 03/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Boca Raton, FL
• 01/2017 → Present
  Acm Wealth Llc
  Boca Raton, FL

Previous Registrations

• 2009-06-01 → 2017-01-25
  Morgan Stanley
  Boca Raton, FL
• 2007-06-13 → 2009-06-01
  Citigroup Global Markets Inc.
  Boca Raton, FL
• 2002-05-02 → 2008-01-14
  Artzi Capital Management
  Boca Raton, FL
• 2002-05-02 → 2005-12-31
  Artzi Capital Management
  Boca Raton, FL
• 2003-06-03 → 2004-10-15
  Baron Silver Stevens Financial Advisors, Llc
  Ft. Lauderdale, FL
• 1998-04-16 → 2003-03-06
  Mutual Service Corporation
  Boca Raton, FL

Other Businesses

(1)Name of Business: ACM Wealth LLC Address: 301 Yamato Road Suite 2195, Boca Raton, FL, 33431, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/23/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investment Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-27
• S63 Uniform Securities Agent State Law Examination
  1994-05-12