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Raymond James Financial Services Advisors, Inc

Raymond James Financial Services Advisors, Inc



ETF Holdings

Name Assets
iShares Morningstar Mid-Cap Growth ETF $44,952,000
Victory CEMP US 500 Enhanced Volatility Wtd Index ETF $35,599,000
Pacer Trendpilot European Index ETF $33,189,000
Oppenheimer Ultra Dividend Revenue ETF $29,775,000
Pacer Trendpilot 100 ETF $25,613,000
iShares Edge MSCI Multifactor USA ETF $11,646,000
ProShares Russell 2000 Dividend Growers ETF $11,292,000
Lattice US Equity Strategy ETF $10,413,000
SPDR S&P 600 Small Cap ETF $9,619,000
iShares Global REIT ETF $8,997,000
Victory CEMP US 500 Volatility Wtd Index ETF $8,065,000
VanEck Vectors-Investment Grade Floating Rate ETF $7,594,000
ProShares S&P MidCap 400 Dividend Aristocrats ETF $7,356,000
Vanguard Russell 1000 Value Index Fund $6,681,000
VanEck Vectors CEF Municipal Income ETF $6,614,000
iShares iBonds Dec 2022 Term Muni Bond ETF $6,124,000
iShares iBonds Sep 2019 Term Muni Bond ETF $6,088,000
iShares iBonds Dec 2021 Term Muni Bond ETF $5,818,000
First Trust Mid Cap Growth AlphaDEX Fund $4,498,000
EMQQ The Emerging Markets Internet & Ecommerce ETF $3,214,000
VanEck Vectors AMT-Free Long Municipal Index ETF $3,151,000
ProShares MSCI EAFE Dividend Growers ETF $2,962,000
iShares Edge MSCI Multifactor USA Small-Cap ETF $2,862,000
First Trust Small Cap Growth AlphaDEX Fund $2,768,000
Vanguard Russell 1000 Index Fund $1,965,000
Oppenheimer Small Cap Revenue ETF $1,908,000
iShares Edge MSCI Multifactor Emerging Markets ETF $1,874,000
VanEck Vectors Morningstar International Moat ETF $1,813,000
Deutsche X-trackers Municipal Infrastructure Revenue Bond ETF $1,583,000
iShares Edge MSCI USA Size Factor ETF $1,286,000
Vanguard Russell 2000 Growth Index Fund $1,271,000
iShares Convertible Bond ETF $1,216,000
Fidelity MSCI Industrials Index ETF $1,209,000
Vanguard Russell 2000 Value Index Fund $1,140,000
Deep Value ETF $995,000
VanEck Vectors Retail ETF $966,000
Fidelity MSCI Information Technology Index ETF $901,000
iShares MSCI Europe Small-Cap ETF $866,000
WisdomTree Total Dividend Fund $833,000
AdvisorShares Dorsey Wright ADR ETF $829,000
iShares Morningstar Large-Cap Value ETF $822,000
ProShares Short High Yield $795,000
iShares MSCI Global Energy Producers ETF $772,000
VanEck Vectors Natural Resources ETF $761,000
VanEck Merk Gold Trust $746,000
Lattice Emerging Markets Strategy ETF $735,000
iShares Edge MSCI Min Vol Europe ETF $732,000
VanEck Vectors AMT-Free Short Municipal Index ETF $689,000
Fidelity MSCI Telecommunications Services Index ETF $676,000
iShares Yield Optimized Bond ETF $630,000
IQ US Real Estate Small Cap ETF $617,000
ProShares Short Real Estate $612,000
iShares Edge MSCI Intl Quality Factor ETF $606,000
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund $594,000
First Trust Small Cap Value AlphaDEX Fund $593,000
iShares International High Yield Bond ETF $591,000
First Trust BICK Index Fund $539,000
WisdomTree BofA Merrill Lynch High Yield Bond Zero Duration Fund $524,000
Franklin Liberty Short Duration US Government ETF $523,000
ProShares Global Listed Private Equity ETF $498,000
ProShares Inflation Expectations ETF $486,000
First Trust Switzerland AlphaDEX Fund $457,000
First Trust Germany AlphaDEX Fund $436,000
Cambria Shareholder Yield ETF $403,000
iShares MSCI ACWI Low Carbon Target ETF $384,000
First Trust Brazil AlphaDEX Fund $381,000
SPDR SSGA Gender Diversity Index ETF $338,000
ProShares Ultra Industrials $298,000
SPDR S&P Global Dividend ETF $270,000
VanEck Vectors India Small-Cap Index ETF $267,000
SPDR S&P 1500 Momentum TILT ETF $266,000
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund $263,000
Fidelity MSCI Consumer Discretionary Index ETF $236,000
FlexShares Quality Dividend Defensive Index Fund $209,000



    Last updated on Feb. 14, 2020
      • $117.6B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 400K
      • $294.0K
        Estimated Average Account Balance


    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.


    Current Advisors

    # of advisors


    name start date
    Jeff Teran, CFP®, MSF
    November 2019
    Edward Lee Roth
    January 2009
    Arthur Rottenstein
    October 2009
    Damon Marra
    May 2018
    Donald Bruce Kelly
    September 2013

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Carillon Fund Distributors, Inc. Broker-Dealer --
      Carillon Tower Advisers, Inc. IAR $16,956,778,338
      Clarivest Asset Management LLC IAR $6,113,000,000
      Cougar Global Investments IAR $1,304,203,394
      Eagle Asset Management Inc IAR $33,165,051,581
      Eb Management I LLC -- --
      Mk Investment Management, Inc. -- --
      Raymond James & Associates, Inc. Broker-Dealer --
      Raymond James (USA) Ltd Dual Registrant $458,977,002
      Raymond James Asset Management International, S.A. -- --
      Raymond James Bank -- --
      Raymond James Euro Equities Sas -- --
      Raymond James Financial Planning Limited -- --
      Raymond James Financial Services, Inc. Broker-Dealer --
      Raymond James Insurance Group, Inc. Broker-Dealer --
      Raymond James Investment Counsel Limited -- --
      Raymond James Investment Services - Uk -- --
      Raymond James Limited - Canada -- --
      Raymond James Tax Credit Funds, Inc. -- --
      Raymond James Trust, Na -- --
      Scout Investments, Inc. IAR $24,225,522,848



        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Philip Roger Martin Ria Chief Compliance Officer August, 2019 less than 5%
        Paul Marone Shoukry Treasurer February, 2019 less than 5%
        Jodi Lynn Perry Director February, 2019 less than 5%
        Jonathan Santelli General Counsel May, 2016 less than 5%
        Scott Curtis President, Director January, 2012 less than 5%
        Timothy Robert Killgoar Director May, 2017 less than 5%
        William Christian Geis Director May, 2014 less than 5%
        Vincent John Campagnoli Director February, 2014 less than 5%
        Thomas Robert Tremaine Director November, 2002 less than 5%
        Mary Elizabeth Haas Corporate Secretary May, 1981 less than 5%
          Source: SEC


          Types of Compensation Arrangements

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