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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-31 |
Branch Locations
1001 Mcknight Park Dr, Pittsburgh, PA 15237 • United States
Wexford, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc | Pittsburgh | PA | 09/2025 | Present |
| Touchstone Capital, Inc | Pittsburgh | PA | 04/2020 | 09/2025 |
| American Pension Benefits | Wexford | PA | 10/2016 | 04/2020 |
| Metz Culinary Management | Wexford | PA | 09/2014 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-18 |
| S66 | Uniform Combined State Law Examination | 2003-05-08 |
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