Stacey Gean Englander

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

• 02/2012 → 02/2019
  Morgan Stanley Smith Barney
  Boca Raton, FL
• 01/2015 → 02/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 02/2019 → Present
  Raymond James & Associates, Inc.
  Boca Raton, FL

Previous Registrations

• 2012-03-19 → 2019-03-01
  Morgan Stanley
  Boca Raton, FL
  Boca Raton, FL
• 2005-11-07 → 2012-02-27
  Janney Montgomery Scott Llc
  Boca Raton, FL
• 2003-04-10 → 2005-11-14
  Advest, Inc.
  Boca Raton, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  1980-01-09

Other Names

• Stacey Geen Felix
• Stacey Gean Felix
• Stacey Gean Shapiro
• Stacey Gean Schwartz
• Stacey Gean Barnes