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Michael T
Series 63, Series 66
New York, NY
Raymond James & Associates
Michael Takvorian is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.
Michael L
CFP®, Series 63, Series 65
New York, NY
Raymond James & Associates
Michael Lubin is a CFP® with 28 years of industry experience and currently serves as a financial advisor at Raymond James & Associates. He has worked at Raymond James since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.
Charles R
Series 63
New York, NY
Raymond James & Associates
Charles Rudnick is a financial advisor with Raymond James & Associates in New York, NY, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Ryan A
Series 66
New York, NY
Raymond James & Associates
Ryan Arredondo is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and previously worked at Stifel for five years before joining Raymond James in 2020. Based in New York, NY, he provides advisory services through a firm that manages approximately $501 billion in assets. Raymond James & Associates serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by proprietary research and model manager options.
Joseph V
Series 66
New York, NY
Raymond James & Associates
Joseph Vinci is a financial advisor with Raymond James & Associates in New York, NY, holding a Series 66 designation and 23 years of industry experience. He has been with Raymond James & Associates since 2016. 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, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.
George P
Series 63, Series 65, Series 66
New York, NY
Raymond James & Associates
George Pettey is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63, 65, and 66 licenses. He has five years of industry experience with prior roles at Millennium Management, ExodusPoint Capital Management, Graham Capital Management, and as a self-employed advisor. 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, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs.
David B
Series 63, Series 66
New York, NY
Raymond James & Associates
David Bruhowzki is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he serves as president of Career Day USA Inc., a nonprofit organization in the process of obtaining 501(c)(3) status. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients—including individuals, institutions, and public entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Justin R
Series 66
New York, NY
Raymond James & Associates
Justin Rosato III is a financial advisor with Raymond James & Associates based in New York, NY. He holds a Series 66 designation and has 21 years of industry experience. Outside of his advisory role, he is involved with Donovans Reef Bar and Restaurant. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, advisory, and consulting services with a range of portfolio management styles and affiliated research.
Tara C
Series 63
New York, NY
Raymond James & Associates
Tara Chenoweth is a financial advisor at Raymond James & Associates with 30 years of industry experience. She has been with Raymond James since 2017. Outside of her advisory role, she is a partner in a custom home business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and nonprofit entities. The firm provides financial planning, non-discretionary consulting, municipal advisory services, and draws on a variety of portfolio management styles supported by extensive research and affiliated resources.
Victor G
Series 63, Series 65
New York, NY
Raymond James & Associates
Victor Gill is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 65 designations and 18 years of industry experience. He previously worked at Pelion Securities Corp for 12 years before joining Raymond James in 2021. He is also listed as the owner of Avanza Capital Markets, Inc., a corporation with no active operations. Raymond James & Associates is a 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 investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.
Steven R
Series 63, Series 65
New York, NY
Raymond James & Associates
Steven Rozencwaig is a financial advisor at Raymond James & Associates with 35 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining Raymond James in 2023. Rozencwaig holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.
Yaakov R
Series 66
New York, NY
Raymond James & Associates
Yaakov Ringler is a financial advisor with Raymond James & Associates in New York, NY, holding the Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at Citigroup, Litvak Wealth, and Morgan Stanley. He is also owner of a small online clothing business started by his daughter. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and municipal advisory services, leveraging a variety of portfolio management styles supported by affiliated research and model managers.
Jason F
CFA®, Series 63
New York, NY
Raymond James & Associates
Jason Franzblau is a CFA® charterholder and holds a Series 63 license, with 13 years of industry experience. He has been with Raymond James & Associates Inc. since 2014, working in their New York, NY office. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering non-discretionary financial planning and consulting supported by a wide range of investment strategies and affiliated research.
Edward C
Series 63, Series 65
New York, NY
Raymond James & Associates
Edward Collins is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management styles and affiliated research.
Bruce D
Series 63, Series 65
New York, NY
Raymond James & Associates
Bruce Davis is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.
Joseph W
Series 65, Series 63
New York, NY
Raymond James & Associates
Joseph Williams is a financial advisor at Raymond James & Associates in New York, NY, holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at Emerald Advisors, Tulane University, and Members 1st Federal Credit Union. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.
Nicholas M
Series 63, Series 66
New York, NY
Raymond James & Associates
Nicholas Mennona is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has been with Raymond James & Associates since 2016. 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 municipalities, providing financial planning, investment consulting, and municipal advisory services.
William B
Series 63, Series 66
New York, NY
Raymond James & Associates
William Bermont is a financial advisor at Raymond James & Associates with 22 years of industry experience. He has held positions at Credit Suisse Loan Funding LLC and Credit Suisse Securities (USA) LLC before joining Raymond James in 2020. Bermont holds Series 63 and Series 66 designations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.
Michele H
Series 63, Series 66
New York, NY
Raymond James & Associates
Michele Hunter is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James since 2016. Outside of her advisory role, she manages a rental property business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by extensive research and a range of portfolio management styles.
Nicholas S
Series 66
New York, NY
Raymond James & Associates
Nicholas Shepard is a financial advisor with Raymond James & Associates in New York, NY. He holds a Series 66 designation and has 21 years of industry experience, including 12 years with Raymond James. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting through various advisory programs with a primarily non-discretionary approach.
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