Roseville, CA 3700 Douglas Blvd Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,485

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Raymond James Financial Services Advisors, Inc. (RJFSA) provides financial planning, investment consulting, and advisory services to a broad client base that includes individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. It also sponsors wrap-fee advisory programs and supports institutional consulting and portfolio management across a large advisor network and affiliated advisory firms.

RJFSA delivers non‑discretionary planning and investment consulting that is tailored to client goals, using fact‑finding, risk profiling, and analytical tools that include deterministic and probability modeling to illustrate potential outcomes. The firm encourages clients to implement recommendations through its advisory programs or other providers and has updated its disclosures to address technology, cybersecurity, and the use of artificial intelligence and machine‑learning tools in its operations.

Compared with many peers, RJFSA is affiliated with a municipal advisor, an arrangement that supports its municipal and public‑finance work and is uncommon among large institutional advisors. It also recently added a SIMPLE IRA Employer Advisory & Consulting Services program — a plan‑level, non‑discretionary offering that combines SIMPLE IRA simplicity with 401(k)-style oversight and customizable menus (including access to American Funds target date series) — and maintains targeted marketing arrangements such as a disclosed partnership with the Society for Human Resource Management.

Based on Raymond James Financial

Expertise

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Based on Raymond James Financial

Occupation focus

Founder/Business Owner Executive

Based on Raymond James Financial

Location

3700 Douglas Blvd

Roseville CA 95661

Advisors at this office

4

Advisors at this office

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Cornelius L

Series 66

Roseville, CA

Raymond James Financial

Cornelius Leahey IV is a financial advisor at Raymond James Financial with a Series 66 credential. He began his career in the financial industry in 2026 following various roles in retail and service industries and academic experience at Gonzaga University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs in municipal advising and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Nicholas P

Series 63, Series 66

Roseville, CA

Raymond James Financial

Nicholas Pastorino is a financial advisor with Raymond James Financial Services Advisors, Inc. in Roseville, CA, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has served as Director of Wealth Management at Tri Counties Bank since 2017 and holds a vice president position at Tri Counties Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and supports institutional consulting through a broad network of advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Arutyun S

Series 63, Series 65

Roseville, CA

Raymond James Financial

Arutyun Shiboyan is a financial advisor with Raymond James Financial Services Advisors, Inc. in Roseville, CA, holding Series 63 and Series 65 designations and 13 years of industry experience. His prior work includes six years at Wells Fargo Clearing and several roles within Wells Fargo-affiliated entities. Outside of his advisory work, he owns a small business renting out personal vehicles through the Turo platform. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to provide tailored non-discretionary planning and investment advice.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Annette H

Series 66

Roseville, CA

Raymond James Financial

Annette Holt is a financial advisor with Raymond James Financial Services Advisors, Inc. in Roseville, CA, holding a Series 66 designation and bringing 19 years of industry experience. She has worked with Tri Counties Bank since 2016, where she serves as Operations Supervisor and Branch Manager Delegate, assisting advisors and providing client services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and encourages implementation through various advisory programs while supporting municipal and public finance work through a unique affiliated municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
View complete list of advisors at this office
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