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Charles Garrett Mutz

Raymond James & Associates, Inc.

Atlanta, GA

CRD 3187276

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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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2016-09-06
  • GA RA
    APPROVED
    Since 2016-09-06

Branch Locations

3414 Peachtree Road Ne Suite 550, Atlanta, GA 30326 • 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
Raymond James & Associates, Inc. Atlanta GA 09/2016 Present
Turo Zephyrhills FL 09/2023 Present
Deutsche Bank Securities Inc. Atlanta GA 04/2005 09/2016
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-04-08
  • S63 Uniform Securities Agent State Law Examination
    1999-04-08

View on SEC IAPD

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Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
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BISON WEALTH, LLC · ATLANTA, GA

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