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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-07 |
| FL | RA | APPROVED | 2025-10-03 |
Branch Locations
1515 Indian Harbor Road Suite A241, Vero Beach, FL 32963 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marine Rescue Technologies | Sebastian | FL | 05/2015 | 07/2017 |
| Brevard Soccer Alliance | Melbourne | FL | 07/2015 | 06/2024 |
| Commonwealth Financial Network | Waltham | MA | 08/2017 | 10/2025 |
| Raymond James Financial Services, Inc. | Vero Beach | FL | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Vero Beach | FL | 10/2025 | Present |
1. Paul Williamson and Company Non-Investment Related Vero Beach, Florida DBA/Support Company Advisor Started: 08/01/2017 0 hrs per month 0 hrs during trading hrs 2. Kiwanis of Vero-Treasure Coast Non-Investment Related Vero Beach, Florida Board Member I am a board member, helping to make strategic decisions and ok projects Started: 5/08/2019 16 hrs per month 8 hrs during trading hrs 3. Non-Variable Insurance Investment Related 1515 Indian River Blvd, Suite A241, Vero Beach, Florida Independent Contractor; Sell life insurance if client needs it Started: 08/05/2020 4 hrs per month 4 hrs during trading hrs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-23 |
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