Matthew F Vancleve
Investment adviser representative at Raymond James & Associates, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
12 years in the industry.
- Raymond James & Associates, Inc.Jun 2020 to now
- Massmutual Life InsuranceSep 2018 to now
- Self EmployedApr 2014 to now
- MML Investors Services, LLCSep 2018 to Jun 2020
- Park Avenue Securities LLCFeb 2015 to Aug 2018
- Chartwell Financial/ashford AdvisorsApr 2014 to Aug 2018
- Guardian Life Insurance CoApr 2014 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5212461
- Firm CRD
- 705