Steven E Wilcox

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

• 07/2015 → 06/2020
  Northeast High School
  St Petersburg, FL
• 11/2015 → Present
  Raymond James & Associate
  St Petersburg, FL
• 06/2025 → Present
  Pinellas County Schools/East Lake High School
  Tarpon Springs, FL

Previous Registrations

• 2012-01-06 → 2015-12-11
  Transamerica Financial Advisors, Llc
  Philadelphia, PA
  St. Petersburg, FL
• 2006-10-03 → 2012-01-06
  Investment Advisors International, Inc.
  Johns Creek, GA
• 2006-05-17 → 2006-10-13
  Raymond James & Associates, Inc.
  St. Petersburg, FL

Exams

• S66 Uniform Combined State Law Examination
  2006-05-15
• S65 Uniform Investment Adviser Law Examination
  1999-12-28

Other Names

• Steven Eugene Wilcox