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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
TX RA APPROVED 2025-10-07
FL RA APPROVED 2025-10-03
  • TX RA
    APPROVED
    Since 2025-10-07
  • FL RA
    APPROVED
    Since 2025-10-03

Branch Locations

1515 Indian Harbor Road Suite A241, 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
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
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-23
  • S66 Uniform Combined State Law Examination
    2018-03-23
Designations
  • Certified Financial Planner
Other Names
  • Matthew Todd Hamilton

View on SEC IAPD

More in Vero Beach, FL

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