Charles Joseph Schilleci

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Knoxville, TN
• 06/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Birmingham, AL
• 06/2026 → Present
  Raymond James Financial Services, Inc.
  Birmingham, AL
• 11/2016 → 10/2017
  Wells Fargo Clearing Services, Llc
  Knoxville, TN
• 10/2017 → 06/2026
  Lpl Financial, Llc
  Knoxville, TN
• 10/2017 → 06/2026
  Wealthcare Advisory Partners Llc
  Knoxville, TN

Previous Registrations

• 2017-10-23 → 2026-06-12
  Wealthcare Advisory Partners Llc
  Knoxville, TN
  West Chester, PA
• 2017-11-08 → 2026-06-10
  Lpl Financial Llc
  Knoxville, TN
  West Chester, PA
  Crossville, TN
  Knoxville, TN
  Birmingham, AL
• 2006-04-13 → 2017-10-20
  Wells Fargo Clearing Services, Llc
  Knoxville, TN
  Sewickley, PA
• 1995-04-03 → 2003-12-31
  Nexus Financial Network, Llc
  Pittsburgh, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-11-07
• S63 Uniform Securities Agent State Law Examination
  1986-09-02

Designations

• Certified Financial Planner

Other Names

• Charlie Schilleci
• Chuck Schilleci