Stephen
Raymond

Planmember Securities Corporation

CRD#3206764
Investment Advisor
in Irvington, NY

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About this Advisor

Stephen Raymond is an investment advisor whose office is in Irvington, New York. Currently a registered advisor with Planmember Securities Corporation, Raymond has 14 years of professional experience as a registered advisor. Raymond has Series 63, Series 65 and Series 66 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Raymond is able to work with clients based out of Massachusetts. Throughout their career, they have worked at E*Trade Securities LLC, Planmember Securities Corporation, E*Trade Capital Management LLC, Delta Equity Services Corporation and Delta Global Asset Management. Planmember Securities Corporation is headquartered in Irvington, New York, and has 87 additional offices in the nation. Overall, Planmember Securities Corporation oversees $4 billion in assets throughout 73,525 accounts and employs more than 274 people. The firm's total assets under management makes it one of the largest firms in the United States. The firm manages 73,382 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 73,525 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Planmember Securities Corporation offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

15 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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

One Bridge Street, Suite 70
Irvington, NY 10533

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$4,290,116,608

NY Average: $7,578,581,321
Total Number of Employees

274

NY Average: 43
Total Number of Accounts

73,525

NY Average: 3,727
Average Account Size

$58,349

NY Average: $2,033,427

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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
  • Educational seminars/workshops
  • Other

Stephen Raymond Work History

Stephen has 15 years of experience.

2012 - Present (8 years)

Planmember Securities Corporation

2010 - 2012 (2 years)

Delta Equity Services Corporation

2010 - 2012 (2 years)

Delta Global Asset Management

2009 - 2010 (1 year)

E*Trade Capital Management LLC

2005 - 2010 (5 years)

E*Trade Securities LLC

Disclosures

Stephen Raymond has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Planmember Securities Corporation

Jose Garcia
Laguna Niguel, CA
Trevor Randall
Long Beach, CA
James Pratt
Bellevue, WA
Ian Conover
Downey, CA
Jeffrey Grau
Carpinteria, CA
Ross Lopez
Glendora, CA
Kerry Rogers
Chesterfield, MO
Alexis Rodriguez
Irvington, NY

This content was compiled from the SEC and FINRA.

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