Raymond James & Associates, Inc

Investment Advisor
in Orlando, FL
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About this Advisor

Brandon Roberts is a certified financial planner and chartered financial analyst whose office is in Orlando, Florida. Currently a registered investment advisor with Raymond James & Associates, Inc, Roberts has 10 years of experience in the financial advisory industry. Roberts holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Roberts can serve investors in Florida. Roberts has gained experience at Raymond James & Associates, Morgan Stanley, Bank Of Ny Mellon, Steven Thagard, Raymond James, Northwestern Mutual Investment Services LLC and Norhtwestern Mutual Wealth Management Company. Raymond James & Associates, Inc is based out of Orlando, Florida, and has 422 locations in the United States. In total, Raymond James & Associates, Inc oversees $143 billion in assets throughout 472,443 accounts and retains more than 13,277 people. The firm's total assets under management makes it one of the largest firms in the country. The firm manages 394,071 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 6% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Raymond James & Associates, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions



Office Location

301 East Pine Street Suite 1100
Orlando, FL 32801

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Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management


FL Average: $1,855,561,029
Total Number of Employees


FL Average: 62
Total Number of Accounts


FL Average: 2,474
Average Account Size


FL Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Brandon Roberts Work History

Brandon has 10 years of experience.

2017 - Present (2 years)

Raymond James & Associates

2017 - 2017 (< 1 year)

Steven Thagard

2017 - 2017 (< 1 year)

Northwestern Mutual Investment Services LLC

2017 - 2017 (< 1 year)

Norhtwestern Mutual Wealth Management Company

2013 - 2017 (4 years)

Morgan Stanley

2010 - 2013 (3 years)

Bank Of Ny Mellon

2008 - 2010 (2 years)

Raymond James


Brandon Roberts has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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