Joseph Andrew Toth

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

• 11/2021 → 07/2025
  Raymond James & Associates, Inc
  Miami, FL
• 08/2025 → Present
  Raymond James Financial Services, Inc.
  Coral Gables, FL
• 08/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Coral Gables, FL
• 01/2010 → 11/2021
  Ubs Financial Services Inc.
  Coral Gables, FL

Previous Registrations

• 2021-11-19 → 2025-07-07
  Raymond James & Associates, Inc.
  Coral Gables, FL
• 2010-01-01 → 2021-12-06
  Ubs Financial Services Inc.
  Coral Gables, FL
• 2006-07-20 → 2010-01-01
  Ubs International Inc.
  Coral Gables, FL
• 2000-10-01 → 2006-06-28
  Wells Fargo Clearing Services, Llc
  Miami, FL
  Aventura, FL
  Coral Gables, FL
  Coral Gables, FL
  Hialeah, FL
  Hialeah, FL
  Homestead, FL
  Key Biscayne, FL
  Key Largo, FL
  Key West, FL
  Key West, FL
  Miami, FL
  Miami, FL
  Doral, FL
  Kendall, FL
  Miami, FL
  Miami, FL
  Miami, FL
  Miami, FL
  Miami, FL
  Miami, FL
  North Miami Beach, FL
  Miami, FL
  Coral Gables, FL
  Coral Gables, FL
  Doral, FL
  Miami, FL
  Miami, FL
  Sunny Isles Beach, FL
  Miami Gardens, FL
  Miami, FL
  Miami, FL
  Miami, FL
  Miami, FL
  Miami, FL
  Hialeah, FL
  Miami, FL
  Miami, FL
  Miami, FL
  Miami, FL
  Miami, FL
  Miami, FL
  Miami, FL
  Miami, FL
  Miami, FL
  Miami Beach, FL
  Miami Beach, FL
  Miami Lakes, FL
  Miami Springs, FL
  North Miami Beach, FL
  North Miami, FL
  Aventura, FL
  North Miami Beach, FL
  Opa Locka, FL
  Surfside, FL
  Miami, FL
  Miami, FL
  Miami Springs, FL
  Hialeah, FL
  Miami, FL
  Miami, FL
  Miami, FL
  Miami Beach, FL
  Miami, FL
  Coral Gables, FL
  Miami, FL
  North Miami, FL

Other Businesses

(1)Name of Business: Private Wealth Management of Coral Gables Address: 141 Miracle Mile, Coral Gables, FL, 33134-5405, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/10/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Branch Manager for RJFS independent branch.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-08-24

Other Names

• Joseph Andrew Toth
• Joseph Toth