Corey Atterbury Steadman

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

• 02/2013 → 04/2018
  Ubs Financial Services Inc
  Tampa, FL
• 04/2018 → Present
  Raymond James & Associates, Inc.
  Tampa, FL

Previous Registrations

• 2013-05-23 → 2018-05-08
  Ubs Financial Services Inc.
  Tampa, FL

Other Businesses

(1) Name of Business: 756 Moreland LLC Address: 2806 W Bay Ave, Tampa, FL, 33611, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 11/04/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an LLC that manages our second home.

Exams

• S66 Uniform Combined State Law Examination
  2013-05-16

Other Names

• Cj Steadman
• Corey Atterbury Steadman
• Corey Atterbury Steadman
• Corey A Atterbury Steadman Jr.
• Corey A Atterbury Steadman