Breshell Ellyne Moore
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.Dec 2024 to now
- TIAAAug 2022 to Dec 2024
- TIAA-CREF Individual & Institutional Services, LLCAug 2022 to Dec 2024
- PNC Investments, LLCNov 2018 to Jul 2022
- Wells Fargo BankFeb 2018 to Oct 2018
- Talent Bridge (LPL Financial)Jun 2017 to Feb 2018
- Wells Fargo Clearing Services LLCApr 2017 to Jun 2017
- Wells Fargo BankAug 2014 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6331439
- Firm CRD
- 705