Matthew Charles Weber

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 08/2004 → 09/2018
  Stephens Inc.
  St. Petersburg, FL
• 10/2018 → 08/2024
  C&D General Services
  St. Petersburg, FL
• 10/2024 → 01/2025
  Calton & Associates, Inc.
  Tampa, FL
• 01/2025 → 03/2026
  Calton & Associates, Inc.
  Tampa, FL
• 03/2026 → Present
  Raymond James & Associates, Inc.
  Saint Petersburg, FL

Previous Registrations

• 2024-12-16 → 2026-03-09
  Calton & Associates, Inc.
  Tampa, FL
• 1995-06-20 → 2002-12-31
  William R. Hough & Co.
  St Petersburg, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-11-12
• S63 Uniform Securities Agent State Law Examination
  1995-08-25