Mark William Teed

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

• 09/2012 → Present
  Raymond James & Associates, Inc.
  Springfield, MA
• 10/2012 → 08/2019
  Colony Club
  Springfield, MA

Previous Registrations

• 2011-05-11 → 2012-09-17
  Wells Fargo Clearing Services, Llc
  Holyoke, MA

Other Businesses

(1)Name of Business: Glenmeadow Address: 24 Tabor street, longmeadow, MA, 01106, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 05/01/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Chair of the Investment Committee eff 10/2020 (2)Name of Business: The Club Address: 252 Ardsley rd, longmeadow, MA, 01106, United States Activity Type: Other Position/Title: Bookkeeper Investment Related: No Start Date: 10/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a social organization of men that get together monthly ,have dinner and present papers

Exams

• S66 Uniform Combined State Law Examination
  2011-05-10
• S63 Uniform Securities Agent State Law Examination
  1987-01-23