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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2026-08-19 |
Branch Locations
135 N. Pennsylvania Street Suite 250, Indianapolis, IN 46204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Indianapolis | IN | 06/2009 | 05/2026 |
| Raymond James Financial Services, Inc. | Indianapolis | IN | 08/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Indianapolis | IN | 08/2026 | Present |
| Stonecrest Group | Indianapolis | IN | 08/2026 | Present |
| David Craig | Indianapolis | IN | 05/1991 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-05 |
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