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FIRM PROFILE
Overview
RAYMOND JAMES FINANCIAL SERVICES, INC. is located at 880 Carillon Parkway, St. Petersburg, FL 33716 and was first established at Florida, Florida in 09/12/1973. After operating for 52 years, RAYMOND JAMES FINANCIAL SERVICES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of RAYMOND JAMES FINANCIAL SERVICES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. RAYMOND JAMES FINANCIAL SERVICES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at RAYMOND JAMES FINANCIAL SERVICES, INC. are registered to handle securities or provide financial advice. The firm has 204 disclosures, 128 being regulatory events, 0 being client events, and 76 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access RAYMOND JAMES FINANCIAL SERVICES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at RAYMOND JAMES FINANCIAL SERVICES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for RAYMOND JAMES FINANCIAL SERVICES, INC. Comes From
Understanding the Statistics for RAYMOND JAMES FINANCIAL SERVICES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
880 Carillon Parkway, St. Petersburg, FL 33716
880 Carillon Parkway, St. Petersburg, FL 33716
Large
(727) 567-1000
Florida since 09/12/1973
Corporation
September
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL, INC. | OWNER | ||
| AULETTA, SUZANNE ELIZABETH | CCO-CHIEF COMPLIANCE OFFICER | 1418817 | |
| CAMPAGNOLI, VINCENT JOHN | DIRECTOR | 1421076 | |
| CURTIS, SCOTT | DIRECTOR | 1707935 | |
| ELWYN, TASHTEGO SPRING | DIRECTOR | 2319098 | |
| GEIS, WILLIAM CHRISTIAN | DIRECTOR | 2171250 | |
| GRIGAS CALIGIURI, KARA | PRINCIPAL FINANCIAL OFFICER, FINOP | 2146027 | |
| KRUCHTEN, STEPHEN EDWARD | DIRECTOR | 1645287 | |
| REID, SHANNON BELVEAL | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR | 4815189 | |
| RUST, KEITH G | PRINCIPAL OPERATIONS OFFICER | 5915636 | |
| SANTELLI, JONATHAN | GENERAL COUNSEL | 6306997 |
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Advisor's working at RAYMOND JAMES FINANCIAL SERVICES, INC.
Carl Oleson III
Mr. Michael A. Chwastyk
Robert Lankin
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