Charles Bradford Moreau

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

• 04/2026 → Present
  Raymond James Financial Services, Inc.
  Baton Rouge, LA
• 01/2025 → 03/2025
  Retired
  Baton Rouge, LA
• 10/2024 → 12/2024
  Cornerstone Chemicals
  Waggaman, LA
• 06/2010 → 10/2024
  Lanxess Corporation
  Geismar, LA
• 04/2026 → Present
  Lee Wealth Advisors
  Baton Rouge, LA
• 03/2025 → Present
  Moreau Consulting Llc
  Baton Rouge, LA
• 07/2026 → Present
  Raymond James Financial Services Advisors, Inc
  Baton Rouge, LA

Other Businesses

Moreau Consulting LLC Not Investment related. Baton Rouge, LA Accounting/CPA Owner 03/2025 10 hours per month 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2026-07-27

Other Names

• Brad Moreau