Justin Cattaneo
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 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
12 years in the industry.
- Raymond James Financial Services Advisors, Inc.Sep 2026 to now
- Raymond James Financial Services, Inc.Sep 2026 to now
- Ib Wealth ManagementMay 2022 to now
- Independent BankMay 2022 to now
- Cetera Investment Advisers LLCApr 2022 to Sep 2026
- Cetera Investment Services LLCApr 2022 to Sep 2026
- The Huntington Investment CompanyOct 2021 to Apr 2022
- Cetera Investment Advisers LLCJun 2020 to Oct 2021
- Cetera Investment Services LLCJun 2020 to Oct 2021
- Tcf National BankJun 2020 to Oct 2021
- Bank of America, N.A.Jul 2018 to Jun 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2018 to Jun 2020
- PNC InvestmentsDec 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5622949
- Firm CRD
- 149018