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Alexandra Noel Wooldridge lobiondo

Investment adviser representative at Raymond James Financial Services Advisors, Inc
16 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

16 years in the industry.

  1. Raymond James Financial Services Advisors, IncApr 2021 to now
  2. Boynton Financial Group, Inc.Nov 2015 to now
  3. Raymond James Financial Services, Inc.Nov 2015 to now
  4. St. Therese De Lisieux ChurchOct 2010 to Oct 2019

Exams passed

  • Series 66 · Uniform Combined State Law2021

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
6584301
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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