Mary Angela Lauritano

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

• 05/2005 → 07/2024
  Ubs Financial Services
  Palm Beach Gardens, FL
• 07/2024 → Present
  Raymond James & Associates, Inc
  Santa Fe, NM

Previous Registrations

• 2005-05-20 → 2024-07-19
  Ubs Financial Services Inc.
  St. Petersburg, FL
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Santa Fe, NM
  Santa Fe, NM
  Placitas, NM
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Santa Fe, NM
• 2004-05-07 → 2005-06-01
  Lehman Brothers Inc.
  Palm Beach, FL

Other Businesses

(1)Name of Business: Mimz Properties, LLC Address: 201 4th Ave S, Safety Harbor, FL, 34695, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/15/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: purchase and sale of Real Estate (2)Name of Business: Mimz Properties, LLC and property owned in my Living Trust Address: 201 4th Ave S, Safety Harbor, FL, 34695, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/16/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: purchase, sale and rental of real estate in Florida, New Mexico and Colorado. In future may purchase property in additional states.

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-12-12
• S65 Uniform Investment Adviser Law Examination
  1994-12-20

Other Names

• Mary Angela Lauritano
• Mary Angela Halligan