Carey Marie Joseph
Investment adviser representative at Raymond James & Associates, Inc.
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Raymond James & Associates, Inc.Jun 2021 to now
- Hotel Management & ConsultingAug 2022 to Jul 2025
- LyftAug 2022 to Jan 2024
- Raymond James Financial Services Advisors, IncAug 2020 to Dec 2025
- Raymond James Financial Services, Inc.Aug 2020 to Dec 2025
- T. Rowe PriceJun 2011 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 4467364
- Firm CRD
- 705