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Raymond James & Associates, Inc. CRD 705
$501B regulatory AUM 2,231 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-21 |
| FL | RA | APPROVED | 2019-07-03 |
Branch Locations
814 A1A North Suites 100 And 303, Ponte Vedra Beach, FL 32082 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Danberry Company | Toledo | OH | 02/1996 | Present |
| Morgan Stanley | Ponte Vedra Beach | FL | 06/2009 | 07/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 07/2017 |
| Raymond James & Associates, Inc. | Ponte Vedra Beach | FL | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-24 |
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