Raymond James & Associates, Inc
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About this Advisor
Toly Chea is an investment advisor in Boston, Massachusetts. Currently a registered investment advisor with Raymond James & Associates, Inc, Chea has 13 years of professional experience in the financial advisory industry. Chea has a Series 63 license, which designates the advisor as a securities broker. Chea is able to serve investors based out of Connecticut. During their career, Chea has held roles at Scs Financial Services, Scs Financial Services, LLC and Raymond James And Associates. Raymond James & Associates, Inc is based out of Boston, Massachusetts, and operates out of 422 offices in the nation. As an advisor firm, Raymond James & Associates, Inc manages $143 billion in assets throughout 472,443 accounts and employs more than 13,277 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the country. The firm manages 394,071 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 6% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Raymond James & Associates, Inc can offer 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's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Raymond James & Associates, Inc Brokerage Details
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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
Toly Chea Work History
Toly has 13 years of experience.
Scs Financial Services
Raymond James And Associates
Scs Financial Services, LLC
Toly Chea has no disclosures.
Please visit their SEC profile for more details.