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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Arthur Menke Marital Trust 1 year, 3 months Jun 2016 - Present
Elgin Trust 1 year, 3 months Jun 2016 - Present
Castello Ragazzi, LLC 1 year, 4 months May 2016 - Present
Estate of Dorothy Dieterich 1 year, 7 months Feb 2016 - Present
The Bonvini 2015 Family Trust 2 years Sep 2015 - Present
Estate of Libby Blatt 2 years, 1 month Aug 2015 - Present
Hampton Trust 2 years, 10 months Nov 2014 - Present
Power of Attorney for Robert Hampton 2 years, 10 months Oct 2014 - Aug 2017
Limited Partner 6 years, 11 months Oct 2010 - Present
Trustee 9 years, 8 months Jan 2008 - Present
Spc Insurance, LLC 11 years, 10 months Nov 2005 - Present
Sella & Martinic, LLC 17 years, 11 months Nov 1999 - Present
Sella Kinkel Sella Meyers 34 years Oct 1983 - Present
Pictet & Cie 34 years Oct 1983 - Present
Spc Financial, Inc. 34 years, 1 month Sep 1983 - Present
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Edward Geoffrey Sella?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 18, 2017
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 18, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Raymond James Financial Services, Inc.

Last updated on Dec. 24, 2008
    • $17.9B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 67K
      Accounts
    • $267.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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