Ian Stuart Rice
Investment adviser representative at Raymond James Financial Services Advisors, Inc
23 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
23 years in the industry.
- Raymond James Financial Services Advisors, Inc.Mar 2021 to now
- Raymond James & Associates, Inc.Mar 2021 to now
- Raymond James Financial Services, Inc.Mar 2021 to now
- UnemployedJul 2019 to Feb 2021
- T. Rowe Price Advisory Services, Inc.Apr 2005 to Jun 2019
- T. Rowe Price Investment Services, Inc.Dec 2003 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4738666
- Firm CRD
- 149018