Chelcey Mandee Madrid
Investment adviser representative at Raymond James Financial Services Advisors, Inc
7 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
Are you Chelcey Mandee Madrid? Claim your profile
Contact this firm
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
7 years in the industry.
- Raymond James Financial Services Advisors Inc.May 2018 to now
- Raymond James Financial Services, Inc.Apr 2018 to now
- N/aOct 2020 to Jun 2022
- Whittaker Cooper Financial GroupApr 2018 to Feb 2022
- Ameriprise Financial Services, Inc.Mar 2017 to Mar 2018
- UnemployedDec 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
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
- 6161891
- Firm CRD
- 149018