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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:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-20
  • FL RA
    APPROVED
    Since 2026-08-20

Branch Locations

8470 Enterprise Circle Suite 310 , Lakewood Ranch, FL 34202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Lakewood Ranch FL 09/2024 Present
Cracker Barrel Port Charlotte FL 01/2016 01/2017
Olive Garden Tampa FL 01/2017 01/2019
Doordash Tampa FL 01/2019 01/2023
Fellowship Jiu-Jitsu Sarasota FL 03/2023 Present
Raymond James & Associates, Inc. Lakewood Ranch FL 01/2024 05/2024
University Of South Florida Tampa FL 08/2021 12/2023
M&M Wealth Advisors Llc Lakewood Ranch FL 01/2025 Present
Raymond James Financial Services Advisors, Inc Lakewood Ranch FL 08/2026 Present
  • 09/2024 → Present
    Raymond James Financial Services, Inc.
    Lakewood Ranch, FL
  • 01/2016 → 01/2017
    Cracker Barrel
    Port Charlotte, FL
  • 01/2017 → 01/2019
    Olive Garden
    Tampa, FL
  • 01/2019 → 01/2023
    Doordash
    Tampa, FL
  • 03/2023 → Present
    Fellowship Jiu-Jitsu
    Sarasota, FL
  • 01/2024 → 05/2024
    Raymond James & Associates, Inc.
    Lakewood Ranch, FL
  • 08/2021 → 12/2023
    University Of South Florida
    Tampa, FL
  • 01/2025 → Present
    M&M Wealth Advisors Llc
    Lakewood Ranch, FL
  • 08/2026 → Present
    Lakewood Ranch, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-14
  • S66 Uniform Combined State Law Examination
    2026-08-14
Other Names
  • Logan Miller
  • Marc L Miller

View on SEC IAPD

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