Lee McCauley, financial advisor Akron OH

Lee McCauley

CRD Number: 1267911
Current Firm: Raymond James Financial Services Advisors, Inc.

Lee McCauley (CRD# 1267911) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Akron, OH and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Akron, OH Oct 2017 - Current 6
Raymond James Financial Services, Inc. Akron, OH Sep 2017 - Current 6
Mccauley Financial LLC Akron, OH Sep 2017 - Current 6
Merrill Lynch Hudson, OH Apr 1984 - Sep 2017 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
S65 NASAA Investment Advisors Law Examination Jun 1994
Contact Info for Lee S. McCauley
Phone Number: 727-567-3020
Registered State(s):
  • FL
  • OH
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
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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