Todd Schober

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

• 07/2010 → 07/2019
  Morgan Stanley
  Tampa, FL
• 07/2019 → 12/2022
  Raymond James & Associates, Inc
  St Petersburg, FL
• 01/2023 → 10/2023
  Steward Partners Investment Solutions, Llc
  Clearwater, FL
• 01/2023 → 10/2023
  Steward Partners Global Advisory Llc
  Clearwater, FL
• 01/2023 → 10/2023
  Steward Partners Investment Advisory Llc
  Clearwater, FL
• 11/2023 → 02/2024
  Morgan Stanley
  Tampa, FL
• 05/2025 → Present
  Raymond James Financial Services, Inc
  Saint Petersburg, FL
• 05/2025 → Present
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
• 02/2024 → 05/2025
  Unemployed
  Tampa, FL

Previous Registrations

• 2023-11-21 → 2024-02-23
  Morgan Stanley
  Tampa, FL
• 2023-01-19 → 2023-10-30
  Steward Partners Investment Advisory, Llc
  Stamford, CT
  Clearwater, FL
• 2019-07-26 → 2022-12-21
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 2010-10-01 → 2019-07-16
  Morgan Stanley
  Tampa, FL
  South Jordan, UT
  Tampa, FL
• 2008-12-02 → 2008-12-12
  Edward Jones
  Riverview, FL
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2008-11-13

Other Names

• Todd Daniel Schober