Kevin Gerald Dibiaso
Investment adviser representative at Raymond James Financial Services Advisors, Inc
15 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
Are you Kevin Gerald Dibiaso? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Raymond James Financial Services Advisors, Inc.May 2024 to now
- Raymond James Financial Services, Inc.May 2024 to now
- Morgan Stanley Private Bank, N.AJan 2015 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to May 2024
- Morgan StanleySep 2011 to May 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (PA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2230807
- Firm CRD
- 149018