Saratoga Springs, NY 480 Broadway 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
480 Broadway, Suite 332
Saratoga Springs NY 12866
Advisors at this office
2
Advisors at this office
Craig C
Series 66
Saratoga Springs, NY
Raymond James Financial
Craig Cornwell is a financial advisor at Raymond James Financial with 20 years of industry experience and holds a Series 66 designation. His previous roles include positions at Cantella & Co., Inc. and The Ayco Company, L.P./Mercer Allied. Outside of his advisory work, he is also a licensed agent involved in the potential sales of non-variable life insurance and annuities. 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 offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports its clients through a broad advisor network and specialized advisory programs.
Todd M
CFP®, Series 63
Saratoga Springs, NY
Raymond James Financial
Todd Macejka is a CFP® professional with 28 years of experience in financial advising. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and Aurora Wealth Advisory, where he serves as CEO and President. His prior experience includes roles at Cantella & Co., Inc. and The Ayco Company/Mercer Allied Company, L.P. Macejka is a partner at Aurora Tax Advisory and serves as a member at large on the Oak Ridge Homeowners Association board. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, offering tailored non-discretionary services that utilize risk profiling and analytical modeling to support client objectives. The firm supports a large advisor network and maintains specialized offerings in municipal advising and employer SIMPLE IRA programs.
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