Sheldon RayCRD Number: 1382906
Current Firm: Raymond James & Associates, Inc.
Sheldon Ray (CRD# 1382906) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Washington, DC and has over 21 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Raymond James & Associates, Inc.||Washington, DC||Feb 2015 - Current||2|
|Morgan Stanley Smith Barney||Washington, DC||Jun 2009 - Feb 2015||5|
|Morgan Stanley & Company, Incorporated||Washington, DC||Mar 2008 - Feb 2015||6|
|Ubs Financial Services Inc.||Washington, DC||Nov 2001 - Mar 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1996|
|S65||NASAA Investment Advisors Law Examination||May 1996|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)