Stephen Bradford Eller

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

• 07/2001 → Present
  Raymond James Financial Services, Inc
  Estero, FL
• 09/2009 → Present
  Raymond James Finacial Services Advisors, Inc.
  Estero, FL
• 06/2006 → Present
  King Eller, Llc
  Estero, FL
• 02/2022 → 06/2024
  Estero High School
  Estero, FL

Other Businesses

(1)Name of Business: Falk Address: 21516 Belhaven Way, Estero , FL, 33928, United States Activity Type: Control Person Position/Title: Executor (Acting) Investment Related: Yes Start Date: 12/31/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Executor for her estate (2)Name of Business: Healthy Start Address: board meeting loacations change, Fort Myers, FL, 33919, United States Activity Type: Non profit Position/Title: Officer - Vice President Investment Related: Yes Start Date: 12/16/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: participate on executive commitee and monthly board meetings (3)Name of Business: King Eller, LLC Address: 9180 Estero Park Commons #8 Estero FL 33928, Estero, FL, 33928, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/01/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner of office (4)Name of Business: King Eller, LLC Address: 9180 Estero Park Commons #8 Estero, FL 33928, Estero, FL, 33928, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/30/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: this is my bus. that ownes my office and pays the bills, etc. (5)Name of Business: NA Address: 9180 Estero Park Commons #8 Estero, FL 33928, Estero, FL, 33928, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/05/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Health Insurance agent

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-05-10
• S63 Uniform Securities Agent State Law Examination
  1996-04-26