Mary Katherine Gouveia
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 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
11 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jan 2026 to now
- Lafayette Federal Credit UnionJan 2026 to now
- Raymond James Financial Services, Inc.Jan 2026 to now
- A La Carte Event Rentals Inc.Aug 2024 to Jan 2026
- Fidelity Brokerage Services LLCMar 2022 to Aug 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2021 to Feb 2022
- Suntrust Investment Services, Inc.Dec 2020 to Aug 2021
- Truist Advisory Services, Inc.Dec 2020 to Aug 2021
- Truist Investment Services, Inc.Dec 2020 to Aug 2021
- PNC InvestmentsDec 2019 to Nov 2020
- Suntrust Investment Services, Inc.Jul 2019 to Dec 2019
- Suntrsut Advisory Services, Inc.Jul 2018 to Jul 2019
- Suntrust Advisory ServicesAug 2016 to Jul 2018
- Suntrust BankJun 2015 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 4618793
- Firm CRD
- 149018