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- Custodian
- Pershing · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-24-1995
- Office Locations
- 84
Office Locations
About Raymond James (USA) Ltd.
Raymond James (USA) Ltd. provides cross-border wealth management for individuals and families with U.S. and Canadian accounts, helping align 401(k)s, RRSPs and Canadian investments when clients move between the two countries. Backed by the Raymond James tradition, the firm delivers financial planning, asset management and portfolio construction, including ETF- and mutual fund-based asset allocation, and supports retail and institutional relationships (Envestnet-enabled).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
Harris Ayyub
Chief Compliance Officer, SR. MANAGER
- CRD
- #7789868
- Ownership
- Less than 5%
Patricia Balezentis
DIRECTOR
- CRD
- #2262711
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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BRIAN DAVID AARENAU
--
- CRD
- #2034782
NUDRAT AHSAN
Client Service Associate
- CRD
- #7322689
Showing 2 of 263 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $499,850,953 | $517,980 |
| Non-Discretionary | $1,491,530,959 | $382,052 |
| Total | $1,991,381,912 | $408,992 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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