Gary John Hoenig
Investment adviser representative at Raymond James Financial Services Advisors, Inc
18 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
18 years in the industry.
- Raymond James Financial Services Advisors, Inc.Feb 2019 to now
- Brandywine Valley Financial Services.Feb 2019 to now
- Raymond James Financial Services, Inc.Feb 2019 to now
- Ash BrokerageFeb 2019 to Jul 2019
- Kestra Investment Services, LLCMar 2018 to Feb 2019
- UnemployedNov 2017 to Mar 2018
- Putnam Inv./putnam Retail ManagementJan 2008 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 5240252
- Firm CRD
- 149018