Cassidy Joy Carlson

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 07/2017 → 06/2026
  Hefren Tillotson
  Wexford, PA
• 06/2017 → 07/2017
  Unemployed
  Pittsburgh, PA
• 12/2016 → 06/2017
  Kristi Boutique
  Aspinwall, PA
• 06/2016 → 10/2016
  The Tjx Companies
  Framingham, MA
• 10/2016 → 12/2016
  Unemployed
  Pittsburgh, PA
• 10/2022 → 06/2026
  Robert W. Baird & Co. Incorporated
  Wexford, PA
• 06/2026 → Present
  Raymond James & Associates, Inc
  Cranberry Township, PA

Previous Registrations

• 2022-10-21 → 2026-06-23
  Robert W. Baird & Co. Incorporated
  Pittsburgh - Wexford, PA
• 2018-05-29 → 2022-10-21
  Hefren-Tillotson, Inc.
  Wexford, PA
  Pittsburgh, PA

Exams

• S66 Uniform Combined State Law Examination
  2018-05-25

Designations

• Certified Financial Planner