Sanjay Rajiv Beach
Investment adviser representative at Raymond James & Associates, Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$501BFirm assets
Are you Sanjay Rajiv Beach? 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 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
13 years in the industry.
- Raymond James & Associates, Inc.Aug 2022 to now
- Bank of America, N.A.Jul 2013 to Aug 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2013 to Aug 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
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
- 2460337
- Firm CRD
- 705