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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2017 | 05/2020 |
| Siemens | Norwood | OH | 09/2007 | 03/2017 |
| Ameriprise Financial Services, Llc | Blue Ash | OH | 05/2020 | 02/2023 |
| Strategic Wealth Investment Group, Llc | Cincinnati | OH | 03/2023 | 12/2023 |
| Grisak And Associates | Cincinnati | OH | 05/2020 | 03/2023 |
| Fifth Third Securities | Cincinnati | OH | 12/2023 | 08/2025 |
| Fifth Third Bank | Cincinnati | OH | 12/2023 | 08/2025 |
| Raymond James Financial Services Advisors, Inc. | Cincinnati | OH | 08/2025 | Present |
| Raymond James Financial Services, Inc. | Cincinnati | OH | 08/2025 | Present |
(1)Name of Business: Cornerstone Retirement Advisors Address: 1139 Fehl Ln, Cincinnati, OH, 45230-4349, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-27 |
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