Robin Ann Oliver

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:

Current Employers

Raymond James Financial Services Advisors, Inc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-23

NY RA
APPROVED

Since 2021-06-23

Branch Locations

Oakdale, NY • United States

405 Lexington Ave Fl 26, New York, NY 10174 • 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
Raymond James Financial Services, Inc.	New York	NY	05/2005	Present
Finra	New York	NY	06/2010	Present
Raymond James Financial Services Advisors	New York	NY	03/2010	Present

05/2005 → Present

Raymond James Financial Services, Inc.

New York, NY
06/2010 → Present

Finra

New York, NY
03/2010 → Present

Raymond James Financial Services Advisors

New York, NY

Other Businesses

(1)Name of Business: OLIVER TRUST Address: 20 Hewlett Lane, Oakdale, NY, 11769, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 10/03/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee of trust / property assets.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1989-10-13

S63 Uniform Securities Agent State Law Examination

1989-10-13

Designations

Certified Financial Planner

Other Names

Robin A Oliver
Robin Ann Ziccardi

View on SEC IAPD