Patrick Garnet Schaffer
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 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
10 years in the industry.
- Raymond James Financial Services Advisors Inc.May 2026 to now
- Raymond James Financial Services, Inc.May 2026 to now
- Edward JonesJul 2024 to May 2026
- UnemployedOct 2023 to Jul 2024
- Pricewaterhousecoopers LLPOct 2020 to Oct 2023
- UnemployedMay 2020 to Oct 2020
- Pricewaterhousecoopers LLPJan 2019 to Mar 2019
- Edward JonesJun 2018 to Aug 2018
- Cutco CutleryAug 2017 to Dec 2017
- Green Tanner Industrial LLCMay 2017 to Aug 2017
- The University of AlabamaAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 6959275
- Firm CRD
- 149018