Samantha Christiane Straub
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, IncJan 2026 to now
- Raymond James Financial Services, Inc.Jan 2026 to now
- High Country Financial AdvisorsAug 2023 to now
- D1 TrainingMay 2023 to Jun 2025
- The Plunge Beach Resort - Backflip BarFeb 2023 to Apr 2023
- Florida Atlantic UniversityJan 2023 to Dec 2025
- Raymond James & Associates, Inc.Apr 2022 to Dec 2025
- Morgan StanleyDec 2019 to Mar 2022
- Cetera Advisor Networks LLCSep 2019 to Dec 2019
- Summit Brokerage Services, Inc.Sep 2019 to Sep 2019
- Shutowick WealthSep 2016 to Dec 2019
- St Thomas Aquinas High SchoolDec 2015 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
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
- 6713123
- Firm CRD
- 149018