Peta Perri Sklarz

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 08/2022
  Morgan Stanley Smith Barney Llc
  El Segundo, CA
• 09/2022 → 09/2023
  Rbc Capital Markets, Llc
  Beverly Hills, CA
• 09/2023 → Present
  Raymond James & Associates, Inc.
  Beverly Hills, CA

Previous Registrations

• 2022-09-12 → 2023-09-20
  Rbc Capital Markets, Llc
  Beverly Hills, CA
• 2009-06-01 → 2022-09-09
  Morgan Stanley
  Lake Oswego, OR
  Portland, OR
  Portland, OR
  El Segundo, CA
• 2007-05-04 → 2009-06-01
  Morgan Stanley & Co. Llc
  Lake Oswego, OR
• 2007-02-21 → 2007-05-18
  Citigroup Global Markets Inc.
  Lake Oswego, OR

Other Businesses

(1) Name of Business: WOMANWHY Address: 615 S Catalina Ave #135, Redondo Beach, CA, 90277, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I create art and sell it

Exams

• S66 Uniform Combined State Law Examination
  2007-02-12
• S63 Uniform Securities Agent State Law Examination
  2006-03-13

Other Names

• Peta Perri Gregory
• Peta Perri Gregory
• Peta Perri Gregory