Marta
Shen

Raymond James & Associates, Inc

CRD#2863929
Investment Advisor
in Seattle, WA
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About this Advisor

Marta Shen is a certified financial planner based out of Seattle, Washington, who has been in the advisory business for 13 years. Shen is currently employed by Raymond James & Associates, Inc. Over the course of their career, they have held roles at Commonwealth Financial Network, Spring Street Financial, LLC, Raymond James & Associates and Raymond James & Associates, Inc. Shen has a Series 63 license, qualifying them as a securities representative, and is able to serve investors in Georgia, Washington and Texas. Raymond James & Associates, Inc is an advisory business that has its headquarters in Seattle, Washington. It has offices in 422 locations and a total of 13,277 financial advisors. It administers $143 billion in assets among its 472,443 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 385 charities and foundations. Of its 472,443 accounts, just 6% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm performs a broad range 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. Financial management fees typically vary depending on the financial services offered. However, fees billed by Raymond James & Associates, Inc most likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 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

1201 3Rd Avenue Suite 5350
Seattle, WA 98101

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Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management

$176,057,305,373

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

14,205

WA Average: 62
Total Number of Accounts

591,180

WA Average: 2,474
Average Account Size

$297,807

WA 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

Marta Shen Work History

Marta has 13 years of experience.

2017 - Present (2 years)

Raymond James & Associates, Inc

2015 - 2017 (2 years)

Raymond James & Associates

2005 - 2015 (10 years)

Commonwealth Financial Network

2005 - 2015 (10 years)

Spring Street Financial, LLC

Disclosures

Marta Shen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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