Stephen
Orzo

Raymond James & Associates, Inc

CRD#4996509
Investment Advisor
in New York, NY
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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

Series 66, Certified Financial Planner

Years of Experience

11 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

Disclosures

No

Office Location

630 5Th Avenue Suite 2950A
New York, NY 10111

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Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management

$176,057,305,373

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

14,205

NY Average: 62
Total Number of Accounts

591,180

NY Average: 2,474
Average Account Size

$297,807

NY 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

Stephen Orzo Work History

Stephen has 11 years of experience.

2018 - Present (1 year)

Raymond James & Associates

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2007 - 2009 (2 years)

Wachovia Securities, LLC

Disclosures

Stephen Orzo has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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