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Nicholas R Meginnis

Raymond James & Associates, Inc.

Cape Coral, FL

Clearwater, FL

CRD 7905152

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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
TX RA APPROVED 2024-11-25
FL RA APPROVED 2024-05-01
  • TX RA
    APPROVED
    Since 2024-11-25
  • FL RA
    APPROVED
    Since 2024-05-01

Branch Locations

Cape Coral, FL • United States

2605 Enterprise Road E Suite 250, Clearwater, FL 33759 • 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. Cape Coral FL 04/2024 Present
Hologic Cape Coral FL 04/2023 04/2024
Stryker Kalamazoo MI 01/2017 04/2023
Us Army Columbus GA 05/2011 01/2017
  • 04/2024 → Present
    Raymond James & Associates Inc.
    Cape Coral, FL
  • 04/2023 → 04/2024
    Hologic
    Cape Coral, FL
  • 01/2017 → 04/2023
    Stryker
    Kalamazoo, MI
  • 05/2011 → 01/2017
    Us Army
    Columbus, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-16
  • S66 Uniform Combined State Law Examination
    2023-12-16
Other Names
  • Nicholas Meginnis

View on SEC IAPD

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