Steven Richard Lanier
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 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
11 years in the industry.
- Raymond James Financial Services Advisors, Inc.Feb 2022 to now
- Peoples BankFeb 2022 to now
- Raymond James Financial Services, Inc.Feb 2022 to now
- LPL Financial LLCJul 2020 to Feb 2022
- Webster InvestmentsJul 2020 to Feb 2022
- People's United BankDec 2019 to Jul 2020
- Infinex Investments, Inc.Jun 2018 to Dec 2019
- United BankJun 2018 to Dec 2019
- Forethought Distributors, LLCOct 2015 to May 2018
- Global Atlantic Financial CompanyOct 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 4265243
- Firm CRD
- 149018