Morgan Christine Staudt

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 12/2008 → Present
  Raymond James & Associates
  Palm Beach Gardens, FL

Other Businesses

80/20 Legal Address: West Palm Beach, FL Nature of the Business: Personal Injury Attorney Position/Title: Other (paid) Investment Related:No Start Date: 08/15/2017 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: My family member is starting a law practice and would like to use my picture on some of their marketing materials and website

Exams

• S66 Uniform Combined State Law Examination
  2011-04-25

Other Names

• Morgan Christine Heitzhaus