Christopher Wyman Smith
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 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
12 years in the industry.
- Raymond James Financial Services Advisors, Inc.Dec 2025 to now
- Raymond James Financial Services, Inc.Dec 2025 to now
- USAA BankSep 2024 to Dec 2025
- Edward JonesDec 2022 to Jun 2024
- Charles Schwab & Co., Inc.Jun 2020 to Dec 2022
- USAA BankApr 2019 to Jun 2020
- USAA Investment Management CompanySep 2014 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 2898003
- Firm CRD
- 149018