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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 | 2022-11-14 |
| OH | RA | APPROVED | 2009-01-13 |
Branch Locations
100 N. Main Street Suite 314, Chagrin Falls, OH 44022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Chagrin Falls | OH | 11/2008 | Present |
| Raymond James Financial Services Advisors Inc. | Chagrin Falls | OH | 01/2009 | Present |
| Concurrent Advisors | Willoughby | OH | 01/2019 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-30 |
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