Gregory Wozniak

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

• 03/2014 → 02/2017
  Anchor Wealth Management Llc
  Longwood, FL
• 07/2014 → 05/2019
  Lpl Financial Llc
  Tampa, FL
• 05/2019 → 05/2025
  Ifp Securities, Llc
  Tampa, FL
• 02/2017 → 05/2025
  Independent Financial Partners
  Tampa, FL
• 11/2025 → Present
  Raymond James & Associates, Inc.
  Saint Petersburg, FL
• 06/2025 → 11/2025
  Unemployed
  Tarpon Springs, FL

Previous Registrations

• 2014-09-26 → 2025-05-30
  Independent Financial Partners
  Longwood, FL
  Sanford, FL
  Sanford, FL
  Debaru, FL
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2014-08-25

Other Names

• Gregory Adam Wozniak