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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 | 2009-05-14 |
Branch Locations
621 Lakeview Rd Suite B, Clearwater, FL 33756 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Clearwater | FL | 03/2009 | Present |
| Raymond James Financial Services Advisors, Inc | Clearwater | FL | 05/2009 | Present |
(1) Name of Business: Belleair Wealth Strategies Address: 621 Lakeview Rd, Ste B, Clearwater, FL, 33756, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/15/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: President, Founder, Belleair Wealth Strategies (2) Name of Business: Rosier Times LLC Address: 830 S Bayway Blvd, Clearwater, FL, 33767, United States Activity Type: Business Owner Position/Title: Officer - President, Owner/Proprietor Investment Related: Yes Start Date: 07/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Opening an LLC in which to buy a 42 ft motor yacht. \nReally more for Asset Protection, but using it part time\nas an event space.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-04 |
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