Lisa Rae Schneider

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

• 11/2016 → 12/2025
  Raymond James & Associates, Inc.
  Salt Lake City, UT
• 06/2016 → 11/2016
  Unemployed
  Salt Lake City, UT
• 01/2026 → Present
  Raymond James Financial Services, Inc.
  Park City, UT
• 01/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Park City, UT

Previous Registrations

• 2017-02-28 → 2025-12-31
  Raymond James & Associates, Inc.
  Cottonwood Heights, UT
  Park City, UT

Other Businesses

(1)Name of Business: Lumina Wealth Advisors Address: 1389 Center Dr Ste 200, Park City, UT, 84098-7660, United States Activity Type: Support Company - Owner Position/Title: Other, Associate/Employee, Officer - President Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner/Director/Administrator/Wealth Advisor (employee of Lumina Wealth Advisors, a s-corp) (2)Name of Business: Mountain Mama Music Address: 7768 Susans Circle, Park City, UT, 84098, United States Activity Type: Other Position/Title: Musician Investment Related: No Start Date: 07/24/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Musical Performance: vocalist, instrumentalist (3)Name of Business: Schmoores Trust Address: 7768 Susan's Circle, Park City, UT, 84098, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/23/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: property management

Exams

• S66 Uniform Combined State Law Examination
  2017-02-27

Other Names

• Lisa Rae Botts