Elliot Bloch
Investment adviser representative at Raymond James & Associates, Inc.
10 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
10 years in the industry.
- Raymond James & Associates, Inc.May 2024 to now
- City National BankJan 2023 to May 2024
- RBC Capital Markets, LLCOct 2022 to May 2024
- Diamond Home LoansSep 2021 to Oct 2022
- First Guaranty Mortgage Corp dba Goodmortgage.comMay 2019 to Sep 2021
- Fairway Mortgage CorpSep 2017 to May 2019
- Primecap LendingSep 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NV, 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
- 4860879
- Firm CRD
- 705