David Michael Ogman
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
2 statesRegistered 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.Feb 2024 to now
- Fortuna WealthFeb 2024 to now
- Raymond James Financial Services, Inc.Feb 2024 to now
- CitibankSep 2021 to Feb 2024
- Bank of America, NAJul 2017 to Sep 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2017 to Sep 2021
- Self EmployedDec 2016 to Jun 2017
- UBS Financial Services Inc.Mar 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 3231405
- Firm CRD
- 149018