Saint Petersburg, FL Office
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Raymond James Financial
Institution
Firm-wide stats for Raymond James Financial
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
Based on Raymond James Financial
Location
Saint Petersburg FL
Advisors at this office
5
Advisors at this office
Ken T
Series 66
St. Petersburg, FL
Raymond James Financial
Ken Tsukiyama is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds the Series 66 designation and has worked at various Raymond James entities since 2007. 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, and institutional clients. The firm uses detailed fact-finding and risk-profiling tools to tailor non-discretionary planning and supports municipal and public-finance work through its affiliation with a municipal advisor.
Brian C
CFP®, Series 66
St. Petersburg, FL
Raymond James Financial
Brian Carr is a CFP® with 22 years of experience in the financial services industry, currently serving at Raymond James Financial. He previously worked at Waller & Wax Advisors from 2019 to 2022. Based in St. Petersburg, FL, Carr has held roles focusing on client financial health and investment guidance. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with specialized programs including municipal finance and SIMPLE IRA employer advisory services.
William S
CFP®, Series 66
St. Petersburg, FL
Raymond James Financial
William Sallade is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has been with various Raymond James entities since 2016. Sallade is also the CEO of Sallade Financial LLC, a sole proprietorship used to receive 1099 income related to his advisory work. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools including risk profiling and probability modeling to support client goals.
Barry H
CFA®, Series 63
St Petersburg, FL
Raymond James Financial
Barry Haas is a financial advisor at Raymond James Financial Services Advisors, Inc. with 29 years of industry experience. He holds the CFA® designation and Series 63 license. In addition to his advisory role since 2002, he has been affiliated with Kaplan Schweser and Hofstra University, where he has worked since 2008. Outside of finance, he serves as CEO of Reet Precision Technologies, LLC, a business where he focuses on strategic direction. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by analytical modeling and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.
Barbara W
CFP®, Series 63, Series 65
Saint Petersburg, FL
Raymond James Financial
Barbara Wagner is a CFP® professional with 38 years of industry experience. She has been with Raymond James Financial since 2009 and Raymond James Financial Services since 2007, based in Saint Petersburg, FL. Wagner serves as a board member of the Brian E. Wagner Scholarship Fund in Elmhurst, IL. 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 non-discretionary planning and consulting tailored to client goals, supported by analytical tools and municipal advisory services.
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