Stephen Garnick, financial advisor Doylestown PA

Stephen Garnick

CRD Number: 3046691
Current Firm: Raymond James Financial Services Advisors, Inc.

Stephen Garnick (CRD# 3046691) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Doylestown, PA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Doylestown, PA Sep 2019 - Current 2
Raymond James Financial Services Advisors Inc. Doylestown, PA Sep 2019 - Current 2
N/a - Rental Real Estate Pipersville, PA Mar 2019 - Current 3
Morgan Stanley Doylestown, PA Mar 1998 - Sep 2019 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Jun 1998
Contact Info for Stephen A. Garnick
Phone Number: 727-567-3020
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    272,263
    MILLIONS
  • Total Number of Accounts
    846,581
    ACCOUNTS
  • Average Account Value
    $321,603
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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