Mitch Scott Klenofsky

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 06/2015 → 03/2026
  Ameriprise Financial Services, Llc
  Paramus, NJ
• 03/2026 → Present
  Raymond James Financial Services, Inc.
  Melville, NY
• 03/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Melville, NY

Previous Registrations

• 2015-06-05 → 2026-03-10
  Ameriprise Financial Services, Llc
  Paramus, NJ
  Paramus, NJ
  Paramus, NJ
  Melville, NY
• 2010-05-25 → 2015-06-11
  Wells Fargo Clearing Services, Llc
  Melville, NY
• 2009-10-23 → 2010-05-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
• 2006-08-22 → 2009-10-23
  Banc Of America Investment Services, Inc.
  New York, NY
• 2004-01-27 → 2006-09-05
  Ubs Financial Services Inc.
  New York, NY
  New York, NY

Other Businesses

(1)Name of Business: Bolshem Klenofsky Wealth Management Address: 628 Madeira Blvd, Melville, NY, 11747, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Associate/Employee Investment Related: No Start Date: 03/06/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Role in relation to this activity: Advisor, Partner\n\nRunning the business, portfolio management, annuities and insurance, account management, and fiduciary services.

Exams

• S66 Uniform Combined State Law Examination
  2006-08-04
• S63 Uniform Securities Agent State Law Examination
  1985-10-29

Other Names

• Mitch Scott Klenofsky
• Mitch Klenofsky