← Back to searchVisit website
RAYMOND JAMES (USA) LTD
CRD 25853 · SEC 801-72137
2100-925 WEST GEORGIA STREET, VANCOUVER, VT, V6C3L2, Canada
Phone
877-570-7558
Fax
866-567-0514
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.99B
Discretionary AUM
$499.9M
Team
175 total employees; 145 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4501 | $1.05B |
| High net worth individuals | 349 | $877.7M |
| Pension/profit sharing plans | 5 | $2.2M |
| Corporations/business entities | 9 | $58.0M |
States served
VT, AL, AZ, CA, CO, DC, GA, IL, IN, IA, ME, MD, MA, MI, MN, MT, NV, NJ, NY, NC, OH, OR, PA, RI, TN, VA, WY, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD