William Osborne Eitze

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

• 02/2005 → 11/2019
  Wells Fargo Clearing Services, Llc
  Columbia, MD
• 11/2019 → Present
  Raymond James Financial Services, Inc.
  Columbia, MD
• 11/2019 → Present
  Raymond James Financial Services Advisors, Inc.
  Columbia, MD

Previous Registrations

• 2005-02-25 → 2019-11-15
  Wells Fargo Clearing Services, Llc
  Columbia, MD
  Columbia, MD
• 1999-02-26 → 2005-03-02
  Morgan Stanley Dw Inc.
  Ellicott Cty, MD

Other Businesses

(1) Name of Business: M3 Investment Advisory LLC - D/B/A Merriweather Money Management Address: 9881 Broken Land Pkwy Suite 301, Columbia, MD, 21046, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/10/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a member of LLC (2) Name of Business: William O. Eitze, Esq, CPA Address: 10106 Hobsons Choice Lane, Ellicott City, MD, 21042, United States Activity Type: Attorney Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/09/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Prepare Tax and estate forms and documents

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-11-20
• S63 Uniform Securities Agent State Law Examination
  1995-10-30

Designations

• Certified Financial Planner

Other Names

• William O Eitze