Raymond James & Associates, Inc
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About this Advisor
Stephen Orzo is a certified financial planner based in New York, New York, who has been in the financial industry for 11 years. Orzo works at Raymond James & Associates, Inc. Their career trajectory has included roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC, Raymond James & Associates and Wells Fargo Clearing Services, LLC. Orzo holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in New Jersey and Texas. Raymond James & Associates, Inc is a business headquartered in New York, New York. The firm has offices in 422 locations and a total of 13,277 people on staff. It administers $143 billion in total assets between its 472,443 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 385 charitable organizations. Of its 472,443 client accounts, just 6% belong to high-net-worth clients who have at least $1 million in investable assets. Raymond James & Associates, Inc offers a diverse assortment of services, including 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. Fees charged by financial advisors typically vary depending on the financial services offered. However, fees charged by Raymond James & Associates, Inc likely include some blend of 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
Stephen Orzo Work History
Stephen has 11 years of experience.
Raymond James & Associates
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Wachovia Securities, LLC
Stephen Orzo has no disclosures.
Please visit their SEC profile for more details.