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Raymond James Financial Services Advisors, Inc CRD 149018
$390B regulatory AUM 5,542 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-22 |
Branch Locations
66 West Street Suite 205, Pittsfield, MA 01201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Pittsfield | MA | 10/2014 | 06/2026 |
| Raymond James Financial Services, Inc. | Pittsfield | MA | 06/2026 | Present |
(1) Name of Business: Kirby Investment Strategies, LLC Address: 66 West St Ste 205, Pittsfield, MA, 01201, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 06/21/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: To mange business, service clients and manage money
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-03-08 |
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