East Hampton, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$404,793,404,954
ClientsTotal clients
513,125
AdvisorsAdvisors at this office
2
Of 5,796 advisors across 937 offices
Location
East Hampton NY
Advisors at this office
2
Advisors at this office
Lauriann D
CFA®, Series 63, Series 66
East Hampton, NY
Raymond James & Associates
Lauriann Delay is a CFA® charterholder and financial advisor with Raymond James & Associates, bringing 32 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Delay serves as Treasurer and board member for the Anchor Society, a newly formed nonprofit, and is a member of the finance and investment committee for the United Religions Initiative. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a broad range of portfolio management styles and affiliated research.
Todd K
Series 63, Series 65
East Hampton, NY
Raymond James & Associates
Todd Kingsley is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 43 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 a wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.
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