Matthew Aaron Lusardi
Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Raymond James & Associates, Inc.Sep 2023 to now
- Oppenheimer & CoDec 2022 to Sep 2023
- Stifel, Nicolaus & Company, IncorporatedApr 2022 to Dec 2022
- Vining SparksJul 2020 to Apr 2022
- UnemployedApr 2020 to Jun 2020
- Rw BairdOct 2019 to Mar 2020
- Piper JaffrayOct 2017 to Aug 2019
- Janney Montgomery Scott LLCMay 2016 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2006
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 4362940
- Firm CRD
- 705