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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-05 |
| PA | RA | APPROVED | 2026-06-03 |
| NJ | RA | APPROVED | 2026-06-02 |
| TX | RA | APPROVED_RES | 2026-06-02 |
Branch Locations
12 Broad Street Suite 303B, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Sarasota | FL | 06/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Sarasota | FL | 06/2026 | Present |
| Ameriprise Financial Services, Llc | Red Bank | NJ | 09/2015 | 06/2026 |
(1) Name of Business: Stillwell Financial Advisors Address: 12 Broad St Ste 303B, Red Bank, NY, 07701-1929, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/14/2015 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner- Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-04 |
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