Melissa Anne Longsdorf

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → 10/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Canton, OH
• 10/2017 → Present
  Raymond James Financial Services, Inc.
  Canton, OH
• 11/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Canton, OH
• 10/2017 → Present
  Portfoliovision
  Canton, OH

Previous Registrations

• 2015-11-17 → 2017-10-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Canton, OH

Other Businesses

(1) Name of Business: Passion Community Church Address: 1024 Sunnywood Ln, Ravenna, OH, 44266, United States Activity Type: Religious Position/Title: Officer - Treasurer Investment Related: No Start Date: 08/31/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist with Excel budget reports and help reimburse expenses to church staff related to church items and events from the church checking account. (2) Name of Business: PortfolioVision Address: 4158 Munson St NW, Canton, OH, 44718, United States Activity Type: Support Company - Non-Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/15/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: This is the 6JY support company

Exams

• S66 Uniform Combined State Law Examination
  2015-11-16

Other Names

• Melissa A Longsdorf