Nelson Stone Burbank

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

• 05/2013 → Present
  Raymond James Financial Services, Inc.
  York Harbor, ME
• 05/2013 → Present
  Raymond James Financial Services Advisors Inc.
  York, ME

Previous Registrations

• 2008-01-01 → 2013-05-22
  Wells Fargo Clearing Services, Llc
  Portsmouth, NH
  Portsmouth, NH
• 1998-07-09 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Portsmouth, NH
  Portsmouth, NH
  St. Louis, MO

Other Businesses

(1)Name of Business: york investment partners Address: 28 Long Sands Rd STE 5 , York, ME, 03909, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 07/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: admin (2)Name of Business: York Investment Partners LLC Address: 298 York St Unit 2, York, ME, 03909-1006, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 07/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: assist with office clerical duties

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-27
• S63 Uniform Securities Agent State Law Examination
  1984-06-25