Patrick Peter Demers

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

• 02/1989 → 06/2017
  National Financial Services Corporation
  Boston, MA
• 07/2009 → 06/2017
  Fidelity Brokerage Services
  Boston, MA
• 10/2018 → Present
  Raymond James & Assocaites, Inc
  St. Petersburg, FL
• 07/2017 → 10/2018
  Unemployed
  Bradenton, FL
• 06/2019 → Present
  Raymond James Financial Services, Inc.
  St Petersburg, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-05
• S63 Uniform Securities Agent State Law Examination
  1989-07-20

Other Names

• Patrick Demers
• Patrick Peter Demers