Susan Elizabeth Bertash

Raymond James & Associates, Inc.

St. Petersburg, FL

Raymond James Financial Services Advisors, Inc

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Current Employers

Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-09-16
FL	RA	APPROVED	2020-08-21

SC RA
APPROVED

Since 2025-09-16
FL RA
APPROVED

Since 2020-08-21

Branch Locations

Greenville, SC • United States

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-09-16

SC RA
APPROVED

Since 2025-09-16

Branch Locations

Greenville, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Blackrock	San Francisco	CA	04/2011	07/2018
Unemployed	San Francisco	CA	07/2018	09/2018
Raymond James & Associates	Greenville	SC	09/2018	Present
Raymond James Financial Services, Inc.	Greenville	SC	01/2020	Present

04/2011 → 07/2018

Blackrock

San Francisco, CA
07/2018 → 09/2018

Unemployed

San Francisco, CA
09/2018 → Present

Raymond James & Associates

Greenville, SC
01/2020 → Present

Raymond James Financial Services, Inc.

Greenville, SC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-08-18
S63	Uniform Securities Agent State Law Examination	1986-04-08

S66 Uniform Combined State Law Examination

2020-08-18
S63 Uniform Securities Agent State Law Examination

1986-04-08

View on SEC IAPD

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