Mervat Ramses Tadrous

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

• 06/2014 → Present
  Raymond James Financial Services Inc
  Staunton, VA
• 06/2014 → 05/2019
  Union Bank And Trust
  Staunton, VA
• 05/2019 → Present
  Atlantic Union Bank
  Waynesboro, VA
• 10/2024 → Present
  Raymond James Financial Services Advisors, Inc
  Wayensboro, VA

Other Businesses

(1)Name of Business: Atlantic Union Bank Address: 2014 Goose Creek Road Ste. 108, Waynesboro, VA, 22980, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 05/20/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Client Assistant (2)Name of Business: Atlantic Union Financial Consultants, LLC/AUB Wealth Management Address: 2014 Goose Creek Rd, #108, Waynesboro, VA, 22980, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Client Assistant

Exams

• S66 Uniform Combined State Law Examination
  2024-10-12
• S63 Uniform Securities Agent State Law Examination
  2015-06-11