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Grace A

Series 63, Series 65

New York, NY

Raymond James & Associates

Grace Aslanian is a financial advisor with Raymond James & Associates in New York, NY. She holds the Series 63 and Series 65 designations and has 29 years of industry experience, including 10 years with Raymond James. Outside of her advisory role, she owns Akorie LLC, a business that makes and sells bracelets. 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and research support.

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

Series 63, Series 66

New York, NY

Raymond James & Associates

Anthony Fiumara is a financial advisor with Raymond James & Associates and holds Series 63 and Series 66 licenses. He has 31 years of industry experience, including prior roles at Morgan Stanley Smith Barney 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 individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Series 63, Series 65

New York, NY

Raymond James & Associates

Frank Pranio is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James and 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 a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by comprehensive research and a range of portfolio management styles.

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

Series 66

New York, NY

Raymond James & Associates

Danielle Albert is a financial advisor with Raymond James & Associates in New York, NY, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2021, she worked at RetailStat for two years and Bloomberg for one year, following her studies at Villanova University. 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 and non-discretionary investment consulting backed by firm research and model manager options.

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

Series 66

New York, NY

Raymond James & Associates

Pei Ivins is a financial advisor with Raymond James & Associates in New York, NY, holding the Series 66 designation and two years of industry experience. Prior to joining Raymond James, Ivins worked at ARS Investment Partners, LLC. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering non-discretionary financial planning and 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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Richard T

Series 63, Series 66

New York, NY

Raymond James & Associates

Richard Telesco is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 66 designations and 29 years of industry experience. His prior firms include Edward Jones and Mizuho Securities USA Inc, where he worked for a combined six years. 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 broad client base, including individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting through various programs and advisory services.

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

Series 66

New York, NY

Raymond James & Associates

Christopher Swanson is a financial advisor with Raymond James & Associates in New York, NY, holding a Series 66 designation and 15 years of industry experience. His prior work includes a role as an independent contractor with CFA NY in 2019. 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, and charitable organizations—and offers a range of financial planning and advisory services typically delivered on a non-discretionary basis.

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

Series 63, Series 65

New York, NY

Raymond James & Associates

Bradley Laconte is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has worked at Raymond James & Associates since 2016 and serves as a director on the board of Tiesta Tea, where he is involved in strategy and financial discussions. 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 wide range of clients, including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

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

CFP®, Series 66

New York, NY

Raymond James & Associates

Stephen Orzo is a CFP® with 20 years of experience in the financial industry, currently with Raymond James & Associates since 2018. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a member of the finance and investment committee for a nonprofit organization. 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 wide range of clients including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

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

CFP®, ChFC®, Series 66

New York, NY

Raymond James & Associates

Robert Matofsky is a financial advisor with Raymond James & Associates in New York, NY, holding CFP®, ChFC®, and Series 66 designations and bringing 14 years of industry experience. Prior to joining Raymond James in 2019, he worked at Cornerstone Capital Inc. and KLS Professional Advisors, LLC. He also teaches at New York University on a part-time basis. 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 municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

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

Series 66

New York, NY

Raymond James & Associates

Samuel Parmar is a financial advisor with Raymond James & Associates in New York, NY, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Macy's, Amazon, Merrill, and Raymond James & Associates, where he has been since 2017. 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, institutions, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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

Series 63, Series 65

New York, NY

Raymond James & Associates

Mara Klein Ming is a financial advisor at Raymond James & Associates with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Raymond James since 2021, following tenures at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she serves as co-executor for her brother’s estate. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Series 63, Series 65

New York, NY

Raymond James & Associates

Kenneth Mccusker is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 65 licenses with 30 years of industry experience. He previously worked at OTR Global Trading LLC for 14 years before joining Raymond James & Associates in 2023. Raymond James & Associates, Inc. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Series 66

New York, NY

Raymond James & Associates

John Costello is a financial advisor with Raymond James & Associates in New York, NY, holding a Series 66 designation and four years of industry experience. His work history includes roles at Worden Capital Management LLC and State Farm, as well as a period affiliated with Hofstra University. 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 broad client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

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

Series 66

New York, NY

Raymond James & Associates

Enrique Rodriguez is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, LPL Enterprise, and The Prudential Insurance Company of America. 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide 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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Slavyana K

Series 66

New York, NY

Raymond James & Associates

Slavyana Khegay is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and UBS Financial Services. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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

CFA®, Series 63, Series 66

New York, NY

Raymond James & Associates

Martin Mitela is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the CFA® designation as well as Series 63 and Series 66 licenses. Prior to joining Raymond James in 2018, he worked at T. Rowe Price for two years. 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 a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

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

Series 63, Series 65

New York, NY

Raymond James & Associates

Brian Franzblau is a financial advisor with Raymond James & Associates in New York, NY. He holds Series 63 and Series 65 credentials and has eight years of industry experience. Prior to joining Raymond James in 2020, he worked at Commonfund Securities, Inc. and The Boston Company Asset Management. 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, institutions, pensions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Series 66

New York, NY

Raymond James & Associates

Richard Sunwoo is a financial advisor with Raymond James & Associates in New York, NY, holding a Series 66 license and bringing 28 years of industry experience. His prior positions include roles at Wells Fargo Clearing and J.P. Morgan Securities. 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 municipal entities, providing financial planning and non-discretionary investment consulting through various advisory programs.

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

Series 63, Series 66

New York, NY

Raymond James & Associates

Shane Edmondson is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Citibank, Deutsche Asset and Wealth Management, and Amazon. Outside of his advisory role, he works part-time as an independent contractor for Uber. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles and is noted for its municipal advisory services and extensive affiliate network.

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