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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 2020-10-08
  • FL RA
    APPROVED
    Since 2020-10-08

Branch Locations

625 Beachland Blvd Suite 2, Vero Beach, FL 32963 • 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
North County Aquatics Sebastian FL 06/2014 08/2017
Morgan Stanley Vero Beach FL 01/2017 07/2019
Raymond James Financial Services, Inc. Vero Beach FL 08/2019 Present
  • 06/2014 → 08/2017
    North County Aquatics
    Sebastian, FL
  • 01/2017 → 07/2019
    Morgan Stanley
    Vero Beach, FL
  • 08/2019 → Present
    Raymond James Financial Services, Inc.
    Vero Beach, FL
Other Businesses

(1)Name of Business: The Kanner Group Address: 625 Beachland Blvd Ste 2, Vero Beach, FL, 32963, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/12/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-28
  • S66 Uniform Combined State Law Examination
    2020-06-28
Designations
  • Certified Financial Planner
Other Names
  • Garrick Kyle Cashatt
  • Garric Kyle Cashatt

View on SEC IAPD

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