Sanjaya Krishna Balu
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 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
11 years in the industry.
- Raymond James Financial Services Advisors, IncSep 2023 to now
- Raymond James & Associates, IncSep 2023 to now
- Raymond James Financial Services, IncSep 2023 to now
- Truist Advisory Services, Inc.May 2021 to Sep 2023
- Truist Investment Services, Inc.May 2021 to Sep 2023
- UnemployedNov 2019 to May 2021
- TD Ameritrade Investment Management, LLCFeb 2018 to Nov 2019
- TD Ameritrade, Inc.Feb 2018 to Nov 2019
- Scottrade, IncMay 2017 to Feb 2018
- Citizens BankJun 2015 to May 2017
- Citizens Securities, IncJun 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5789654
- Firm CRD
- 149018