Rachel Ann Meisenzahl

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

• 10/2008 → 01/2018
  Scottrade, Inc.
  Fort Myers, FL
• 01/2018 → 06/2025
  Raymond James & Associates, Inc.
  Fort Myers, FL
• 03/2017 → 01/2018
  Scottrade Investment Management
  Fort Myers, FL
• 06/2025 → Present
  Raymond James Financial Services, Inc.
  Fort Myers, FL
• 06/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Fort Myers, FL

Previous Registrations

• 2018-01-17 → 2025-06-24
  Raymond James & Associates, Inc.
  Fort Myers, FL
• 2017-05-31 → 2018-01-16
  Scottrade Investment Management
  Cape Coral, FL

Other Businesses

(1) Name of Business: Brancazio & Meisenzahl, LLC DBA Brancazio | Meisenzahl Wealth Management Address: 5294 Summerlin Commons Way Ste 1203, Fort Myers, FL, 33907-2164, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/24/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Business owner responsibilities, branch office manager responsibilities

Exams

• S66 Uniform Combined State Law Examination
  2017-05-24
• S63 Uniform Securities Agent State Law Examination
  2009-05-12

Other Names

• Rachel Ann Schmerbeck
• Rachel Ann Schmerbeck