Matthew Mattice
Investment adviser representative at Raymond James & Associates, Inc.
20 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$501BFirm assets
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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
20 years in the industry.
- Raymond James & Associates, Inc.Mar 2022 to now
- TIAA-CREF Individual & Institutional Services, LLCFeb 2019 to Apr 2022
- TIAAFeb 2019 to Mar 2022
- ArmadaglobalJan 2018 to Jan 2019
- MML Investors Services, IncJun 2015 to Dec 2017
- Lenox Advisors, IncDec 2007 to Dec 2017
- Mass Mutual LifeSep 2006 to Dec 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 5192263
- Firm CRD
- 705