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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-21 |
Branch Locations
One International Place Suite 2810, Boston, MA 02110 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Boston | MA | 07/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boston | MA | 11/2016 | 06/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington | MA | 06/2023 | 01/2026 |
| Raymond James & Associates | Boston | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-28 |
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