Charlsey Gayle Cavric

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

• 07/2022 → 04/2023
  Raymond James & Associates, Inc
  Holland, MI
• 01/2022 → 09/2022
  Keller Williams Grand Rapids East
  Grand Rapids, MI
• 12/2019 → 08/2022
  City Of Lansing
  Lansing, MI
• 01/2019 → 12/2019
  Valley Hospice Care
  Saginaw, MI
• 03/2018 → 12/2018
  Froedtert Hospital
  West Bend, WI
• 12/2017 → 03/2018
  Samaritan Health Center
  West Bend, WI
• 12/2015 → 12/2021
  United States Army
  Portage, MI
• 10/2023 → Present
  Raymond James Financial Services, Inc.
  Holland, MI
• 10/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Holland, MI
• 04/2023 → 10/2023
  Raymond James & Associates, Inc.
  Holland, MI

Previous Registrations

• 2023-09-14 → 2023-10-09
  Raymond James & Associates, Inc.
  Holland, MI

Other Businesses

(1)Name of Business: Address: 1251 103rd Avenue, Plainwell, MI, 49080, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/27/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Photography services (2)Name of Business: Arcadia Capital Address: 510 W 17th St, Holland, MI, 49423-3437, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Client Service Associate- Assist clients, take calls, enter trades, process paperwork, assist advisor. (3)Name of Business: Zichterman Wealth Management Address: 510 W 17th St, Holland, MI, 49423-3437, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/25/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Client Service Associate - Assist clients, Process paperwork, take calls, place trades, assist advisor.

Exams

• S66 Uniform Combined State Law Examination
  2023-09-11

Other Names

• Charlsey Sayles
• Charlsey Gayle Sayles
• Charli Cavric