Greenville, DE Office
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Raymond James & Associates
Institution
Firm-wide stats for Raymond James & Associates
About
Raymond James & Associates, Inc. is a large, dually registered broker‑dealer and SEC‑registered investment adviser overseeing roughly $501 billion in assets and supported by a nationwide adviser force. The firm serves a broad client base—individuals (including HNW clients), institutional and pension/profit‑sharing plans, charitable organizations, and state and municipal entities—and offers financial planning, non‑discretionary investment consulting through its Wealth Advisory Services Program, sponsorship of wrap fee advisory programs, and institutional consulting via its Institutional Fiduciary Solutions division.
Advisors at the firm deliver tailored plans based on fact‑finding interviews, risk profiling, and software‑driven analyses (including deterministic and probability modeling), but planning and consulting relationships are generally non‑discretionary with implementation decisions left to the client. RJA and its advisers draw on a range of portfolio management styles and affiliated research and sub‑advisers (equity, fixed income, and alternative strategies), and they supplement advice with firm research and model manager options described in the Brochure.
Noteworthy for a firm of its size, RJA provides municipal advisory services and is affiliated with a municipal advisor while also acting in market‑making and execution roles in municipal and government bonds—an arrangement that is less common among peers. The Brochure also highlights the firm’s SIMPLE IRA Employer Advisory & Consulting Services Program (SIACS), which targets small employers with plan‑level oversight and customizable menus (including American Funds and a QDIA option), and describes the extensive affiliate ecosystem (banks, trust companies, insurance agencies, and in‑house asset managers) and related conflicts that the firm manages through disclosures and supervisory policies.
Based on Raymond James & Associates
Expertise
Based on Raymond James & Associates
Location
20 Montchanin Road, Suite 280
Greenville DE 19807
Advisors at this office
5
Advisors at this office
John H
PFS™
Greenville, DE
Raymond James & Associates
John Hartnett Jr. is a financial advisor with Raymond James & Associates based in Greenville, DE. He holds the PFS™ designation and has six years of industry experience. His prior experience includes roles at H.D. Vest Advisory Services and Capital and Worth, Inc. 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 municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.
Harvey S
Series 65
Greenville, DE
Raymond James & Associates
Harvey Strauss is a financial advisor with Raymond James & Associates, holding a Series 65 designation and 26 years of industry experience. He has been with Raymond James & Associates since 1999 and operates Harvey M. Strauss PA - Assoc. since 1981. 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, charitable organizations, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.
Matthew M
Series 63, Series 65
Greenville, DE
Raymond James & Associates
Matthew Mcdermott III is a financial advisor with Raymond James & Associates in Greenville, DE. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 29 years with Raymond James & Associates. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Brennan T
CFP®, Series 66
Greenville, DE
Raymond James & Associates
Brennan Thompson is a CFP® and holds a Series 66 designation, currently affiliated with Raymond James & Associates in Greenville, DE. He has eight years of industry experience, all at Raymond James since 2018, following a ten-year period outside the industry. 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 specialized advisory services with a range of portfolio management styles and affiliated research.
Kevin R
Series 63
Greenville, DE
Raymond James & Associates
Kevin Ryan is a financial advisor with Raymond James & Associates in Greenville, DE, holding a Series 63 designation and 42 years of industry experience. He has been with Raymond James & Associates since 1989. 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 entities, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.
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