Senka Barney

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

• 04/2009 → 09/2023
  Ubs Financial Services Inc
  Chicago, IL
• 06/2025 → Present
  Raymond James Financial Services, Inc.
  Naperville, IL
• 06/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Naperville, IL
• 10/2023 → 05/2025
  Unemployed
  Frankfort, IL

Previous Registrations

• 2009-04-24 → 2023-10-16
  Ubs Financial Services Inc.
  Chicago, IL
  Chicago, IL
• 2004-12-07 → 2009-04-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oak Brook, IL
  Oak Brook, IL

Other Businesses

1) Name of Business: mountain street advisors, llc Address: 225 W Jefferson Ave Ste 101, Naperville, IL, 60540-5312, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 06/25/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: business operations/administrative

Exams

• S66 Uniform Combined State Law Examination
  2004-12-06
• S63 Uniform Securities Agent State Law Examination
  1994-10-07

Other Names

• Senka D Rutovich
• Senka Rutovich
• Senka Barney
• Senka D Barney