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Raymond James Financial Services Advisors, Inc CRD 149018
$390B regulatory AUM 5,542 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-22 |
Branch Locations
720 Rugby St Suite 200, Orlando, FL 32804 • United States
601 N New York Avenue Suite 102, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Maitland | FL | 10/2023 | 07/2025 |
| The Home Depot Inc. | Clay | NY | 05/2020 | 12/2021 |
| New York Life Insurance Company | Maitland | FL | 10/2023 | 07/2025 |
| Safe Harbor Wills And Trusts | Liverpool | NY | 04/2022 | 08/2022 |
| Russell Sage College | Albany | NY | 08/2021 | 05/2023 |
| Iowa Western Community College | Council Bluffs | IA | 08/2020 | 07/2021 |
| Manhattan University | Riverdale | NY | 08/2019 | 05/2020 |
| Charles W Baker Highschool | Baldwinsville | NY | 09/2015 | 06/2019 |
| Raymond James Financial Services, Inc. | Winter Park | FL | 08/2025 | Present |
| Hudson Valley Community College | Troy | NY | 08/2023 | 08/2023 |
| Raymond James Financial Services Advisors, Inc | Winter Park | FL | 09/2025 | Present |
(1)Name of Business: Palmer Planells Wealth Group Address: 601 N New York Ave Ste 102, Winter Park, FL, 32789-3103, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/14/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Administrative tasks
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-24 |
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