Hani Samir Haddad

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

• 10/2014 → Present
  Raymond James And Associates
  St Petersburg, FL
• 10/2004 → Present
  Real Estate Brokerage/Agent
  Tampa, FL

Other Businesses

(1)Name of Business: N/A Address: 4224 W. Santiago St. , Tampa, FL, 33629, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Other, Agent, Owner/Proprietor Investment Related: Yes Start Date: 10/22/2004 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Licensed FL Real Estate Broker.

Exams

• S66 Uniform Combined State Law Examination
  2016-05-27

Other Names

• Hani Sam Haddad