Nathan James Szenay

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

• 05/2015 → 04/2017
  Raymond James & Associates, Inc.
  Southfield, MI
• 04/2017 → 10/2018
  Raymond James & Associates, Inc.
  Southfield, MI
• 02/2022 → 06/2022
  Morgan Stanley Smith Barney Llc
  Rochester, MI
• 10/2018 → 11/2019
  Raymond James & Associates, Inc.
  Southfield, MI
• 06/2022 → 12/2025
  Raymond James & Associates, Inc
  White Lake, MI
• 11/2019 → 01/2022
  Morgan Stanley Smith Barney Llc
  Rochester, MI
• 01/2026 → Present
  Raymond James Financial Services
  White Lake, MI
• 01/2026 → Present
  Raymond James Financial Services Advisory, Inc
  White Lake, MI

Previous Registrations

• 2022-07-19 → 2025-12-31
  Raymond James & Associates, Inc.
  St. Petersburg, FL
  White Lake, MI
• 2019-11-27 → 2022-07-28
  Morgan Stanley
  Rochester, MI
  Grand Blanc, MI
  Saginaw, MI

Exams

• S66 Uniform Combined State Law Examination
  2019-11-18
• S63 Uniform Securities Agent State Law Examination
  2017-09-22

Other Names

• Nate James Szenay
• Nathan James Szenay
• Nathan Szenay
• Nate Szenay
• Nathan J Szenay