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Raymond James Financial Services Advisors, Inc CRD 149018
$390B regulatory AUM 5,542 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-25 |
| WA | RA | APPROVED | 2022-10-12 |
Branch Locations
201 Ne Park Plaza Dr Suite 261, Vancouver, WA 98684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boeing | Renton | WA | 11/2021 | 06/2022 |
| Gulf Controls Company | Kent | WA | 12/2020 | 10/2021 |
| Boeing | Renton | WA | 08/2016 | 11/2020 |
| Raymond James Financial Services, Inc | Vancouver | WA | 06/2022 | Present |
| Savage Investment Strategies | Vancouver | WA | 06/2022 | 12/2024 |
| Raymond James Financial Services Advisors, Inc | Vancouver | WA | 10/2022 | Present |
| Savage Wealth Management | Vancouver | WA | 10/2024 | Present |
(1)Name of Business: Savage Wealth Management Address: 201 NE Park Plaza Dr Ste 261, Vancouver, WA, 98684-5880, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 10/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: President
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-30 |
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