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Rosalind M

Series 63

Locust Valley, NY

Raymond James & Associates

Rosalind Mouzouris is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 26 years of industry experience. She has been with Raymond James & Associates since 2006. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a nationwide adviser network and a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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James P

Series 66

Locust Valley, NY

Raymond James & Associates

James Pryor Jr. is a financial advisor with Raymond James & Associates in Locust Valley, NY. He holds a Series 66 designation and has six years of industry experience. His prior roles include positions at UBS Financial Services, Palumbo Wealth Management, and PricewaterhouseCoopers LLP. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering tailored financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Sotirios V

Series 63, Series 66

Locust Valley, NY

Raymond James & Associates

Sotirios Vangelatos is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at Raymond James since 2024 and previously was involved with Eastern Wholesale Fence LLC and MLB Advanced Media. Outside of his advisory role, he owns an NYC Yellow Taxi Medallion. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, relying on tailored planning supported by firm research and multiple portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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