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Matthew J Presy

Raymond James & Associates, Inc.

St. Petersburg, FL

CRD 5866676

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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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-01-06
  • FL RA
    APPROVED
    Since 2021-01-06

Branch Locations

880 Carillon Parkway, St. 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
Raymond James & Associates, Inc. St Petersburg FL 11/2010 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-23
  • S66 Uniform Combined State Law Examination
    2020-12-23
Designations
  • Certified Financial Planner
Other Names
  • Matthew Justin Presy

View on SEC IAPD

Nearby Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RAYMOND JAMES INVESTMENT MANAGEMENT
EAGLE ASSET MANAGEMENT INC

Nearby Investors

Savina N Mintcheva
ALYSA REBECCA REINOEHL
MATTHEW KYLE MEHLTRETTER

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SAINT PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ST. PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ST.PETERSBURG, FL

More in St. Petersburg, FL

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