Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®
Experience Industry experience
< 1 year
Location
Remote
Raymond James (USA) Ltd.
Multi-team
Total advisors
123Clients per advisor
39 LowAvg AUM per client
$398,183 LowHNW client ratio
7% LowLiam Passi is a CFA® charterholder affiliated with Raymond James (USA) Ltd. He has worked with various divisions of Raymond James since 2024 and has prior experience at BMO Nesbitt Burns, RBC Dominion Securities, and RBC Royal Bank. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer offering fee-based portfolio management and advisory services to individuals, high net worth clients, trusts, pension and profit sharing plans, and institutional clients. The firm emphasizes asset allocation, diversification, and long-term investing through both discretionary and non-discretionary management under its Ambassador wrap-fee program.
Based on Raymond James (USA) Ltd.
Based on Raymond James (USA) Ltd.
$0 - $500,000: 2.25% $500,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.25% $5,000,001+: 1.00%
Clients may pay commissions for securities-related products; investment adviser representatives may receive commissions for sales.
Account minimum: $50,000
California
< 1 year of industry experience
Raymond James (USA) Ltd.
2026 - Present • 1 year
Calgary, Alberta
Raymond James Financial Planning Ltd.
2025 - Present • 1 year
Calgary, Alberta
Raymond James Ltd.
2024 - Present • 2 years
Calgary, Alberta
Unemployed
2023 - 2023 • 1 year
Calgary
BMO Nesbitt Burns
2023 - 2023 • 1 year
Calgary
Unemployed
2023 - 2023 • 1 year
Calgary
RBC Dominion Securities
2021 - 2023 • 2 years
Sudbury
RBC Royal Bank
2020 - 2021 • 1 year
Sudbury
Unemployed
2020 - 2020 • 1 year
Sudbury
Glencore Sudbury Inc.
2019 - 2019 • 1 year
Sudbury
Glencore Sudbury Inc.
2018 - 2018 • 1 year
Sudbury
full-time education
2017 - 2020 • 3 years
Sudbury
Glencore Sudbury Inc.
2017 - 2017 • 1 year
Sudbury
full-time education
2015 - 2017 • 2 years
Toronto
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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