Mandi Lynn Shellenbarger
Investment adviser representative at Raymond James & Associates, Inc.
12 yearsExperience
1 stateRegistered in
$501BFirm assets
51 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 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.Jan 2026 to now
- Brys Estate Vineyard and WineryJun 2022 to now
- Wells Fargo Clearing Services, LLCOct 2022 to Jan 2026
- Morgan StanleyNov 2020 to Oct 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to Oct 2020
- The Huntington Investment CompanyMay 2017 to May 2019
- The Huntington National BankFeb 2017 to May 2019
- Fifth Third SecuritiesJul 2015 to Feb 2017
- Fifth Third BankJul 2014 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 6279427
- Firm CRD
- 705