Sara G Gill

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

• 08/1998 → 01/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 11/2010 → 01/2021
  Bank Of America,Na
  Jacksonville, FL
• 05/2011 → 01/2021
  Merrill Lynch
  Jacksonville, FL
• 01/2021 → Present
  Raymond James And Associates, Inc
  Ponte Vedra, FL

Previous Registrations

• 2012-02-16 → 2021-01-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Ponte Vedra Beach, FL
  Saint Augustine, FL
  Ponte Vedra Beach, FL
• 2008-05-30 → 2011-02-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pensacola, FL
  Jacksonville, FL
• 1999-01-05 → 2007-05-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  Dallas, TX

Other Businesses

(1) Name of Business: The Cruise Brothers Address: 513 Saddlestone Dr, St Johns, FL, 32259, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 09/05/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Travel agent - booking my own travel for myself and family. I can earn commission on what I book (it will probably be very small)

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-16
• S63 Uniform Securities Agent State Law Examination
  1999-01-25

Other Names

• Sara Boone
• Sara Merrill
• Sara G Gill
• Sara Gwen Gill
• Sara Gwen Gill
• Sara Gwen Merrill
• Sara Gwen Boone