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Madeline Anne Bickerstaff

Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
2 statesRegistered 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

13 years in the industry.

  1. N/aAug 2022 to now
  2. Raymond James Financial Services Advisors, IncMay 2022 to now
  3. Raymond James Financial ServicesAug 2020 to now
  4. Winter Park Wealth GroupAug 2020 to now
  5. Concurrent AdvisorsAug 2020 to May 2023
  6. Integrated Wealth Solutions of Raymond JamesJan 2020 to Aug 2020
  7. University of Florida Economics DepartmentAug 2019 to May 2020
  8. Charles SchwabJun 2019 to Aug 2019
  9. Bickerstaff TutoringAug 2013 to Dec 2019

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

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
6943968
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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