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Raymond James & Associates, Inc. CRD 705
$501B regulatory AUM 2,231 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-20 |
| TX | RA | APPROVED | 2024-09-20 |
| NJ | RA | APPROVED | 2024-01-18 |
Branch Locations
320 Park Avenue Fl 9, New York, NY 10022 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rd Parisi Associates | West Orange | NJ | 05/2016 | 09/2016 |
| Allstate Insurance Co | West Orange | NJ | 12/2016 | 09/2023 |
| Levy/Parisi Insurance Group Inc | West Orange | NJ | 02/2022 | 09/2023 |
| Raymond James & Associates, Inc. | New York | NY | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-29 |
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