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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:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-01-31
  • FL RA
    APPROVED
    Since 2019-01-31

Branch Locations

Temple Terrace, FL • United States

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Advisors, Inc. Tampa FL 07/2013 12/2018
Usaa Financial Planning Services Tampa FL 07/2013 12/2018
Usaa Investment Management Company San Antonio TX 01/2018 12/2018
Raymond James Financial Services St. Petersburg FL 04/2025 Present
Raymond James Financial Services Advisors, Inc St. Petersburg FL 04/2025 Present
Raymond James & Associates, Inc. St. Petersburg FL 01/2019 04/2025
  • 07/2013 → 12/2018
    Usaa Financial Advisors, Inc.
    Tampa, FL
  • 07/2013 → 12/2018
    Usaa Financial Planning Services
    Tampa, FL
  • 01/2018 → 12/2018
    Usaa Investment Management Company
    San Antonio, TX
  • 04/2025 → Present
    Raymond James Financial Services
    St. Petersburg, FL
  • 04/2025 → Present
    St. Petersburg, FL
  • 01/2019 → 04/2025
    St. Petersburg, FL
Previous Registrations
Other Businesses

(1)Name of Business: Address: 11204 theresa arbor drive, tampa, FL, 33617, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 08/09/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Selling products on eBay.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-17
S63 Uniform Securities Agent State Law Examination 2010-11-09
  • S66 Uniform Combined State Law Examination
    2012-09-17
  • S63 Uniform Securities Agent State Law Examination
    2010-11-09
Other Names
  • Gilbert J Schisler
  • Gilbert J Schisler
  • Gilbert Joseph Schisler
  • Gilbert Schisler

View on SEC IAPD

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