Kelly Anderson
Investment adviser representative at Raymond James & Associates, Inc.
12 yearsExperience
3 statesRegistered in
$501BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
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
12 years in the industry.
- Raymond James & Associates, Inc.Sep 2019 to now
- UnemployedJul 2019 to Sep 2019
- Morgan StanleyAug 2017 to Jul 2019
- RetiredApr 2017 to Aug 2017
- The Ayco Company, L.P. (goldman, Sachs Affiliate) /mercer AlliedSep 2007 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, NY).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 2400367
- Firm CRD
- 705