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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-10 |
| TX | RA | APPROVED_RES | 2023-05-09 |
Branch Locations
28050 U.S. Highway 19 N. Suite 401, Clearwater, FL 33761 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Clearwater | FL | 01/2008 | 03/2018 |
| Wells Fargo Advisors Financial Network, Llc | Clearwater | FL | 03/2018 | 05/2023 |
| Raymond James Financial Services, Inc. | Clearwater | FL | 05/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Clearwater | FL | 05/2023 | Present |
(1)Name of Business: Address: 4315 S. Trask St\n, Tampa, FL, 33611, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife have made a purchase of a mobile home in a mobile home community in Tampa, Fl. We made an offer that was accepted for $118,000. We do have a renter that will pay $1,100 per month thru June 2026. We are planning on hiring a management company to find renters and maintain the property, so my involvement will be minimal. My wife will be the primary contact for this property. (2)Name of Business: Trustee for the Chiavacci Family 2015 Irrevocable Trust Robert Chiavacci Trustee U/A/D 2/10/2015. Address: 4315 S. Trask St, Tampa, FL, 33611, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 02/10/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee for the .Chiavacci Family 2015 Irrevocable Trust Robert Chiavacci Trustee U/A/D 2/10/2015.\nI act as trustee for the life insurance trust that my brother created. the policy is paid up and is held at Merrill Lynch, as my brother Louis Chiavacci, is a Private Wealth Advisor at Merrill Lynch and the policy is housed under his book of business. I have entered the account in the outside brokerage account portal. (3) Name of Business: CN Wealth Management/ Keybridge Wealth Management Address: 28050 US Highway 19 N Ste 401, Clearwater, FL 33761-2629 Activity Type: Support Company - Owner, Position/Title: Other, Independent Contractor, Investment Related: No Start Date: 10/02/2017 HPM: 81 HPM trade hours: 11-20, Duties: Currently I operate as a managing partner and advisor under CN Wealth Management. CNWM is the LLC that my partner and I founded in 2017 as the agreement to operate as an independent financial advisory firm. we are currently affiliated with Raymond James Financial Services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-18 |
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