Philip Maverick Salice

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2021 → 07/2023
  Harris Williams
  Richmond, VA
• 01/2018 → 05/2019
  Evergreen Digital Media
  Charlotte, NC
• 06/2019 → 08/2019
  Ca Ventures
  Chicago, IL
• 06/2020 → 08/2020
  Bank Of America
  Charlotte, NC
• 01/2016 → 12/2017
  Unc Charlotte
  Charlotte, NC
• 06/2018 → 12/2020
  University Of North Carolina At Chapel Hill
  Chapel Hill, NC
• 01/2021 → 06/2021
  Unemployed
  Mooresville, NC
• 12/2025 → Present
  Raymond James Financial Services, Inc.
  Charlotte, NC
• 07/2023 → 06/2025
  Carousel Capital
  Charlotte, NC
• 07/2025 → 11/2025
  Barings
  Charlotte, NC
• 04/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Charlotte, NC

Other Businesses

(1)Name of Business: Signature Wealth Strategies Address: 521 E Morehead St Ste 150, Charlotte, NC, 28202-2600, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/15/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2026-04-14
• S63 Uniform Securities Agent State Law Examination
  2021-04-23

Other Names

• Phil Salice