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Crystal A Imperiali

Investment adviser representative at Raymond James & Associates, Inc.
10 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

10 years in the industry.

  1. Raymond James & Associates, Inc.Aug 2025 to now
  2. UnemployedApr 2025 to Aug 2025
  3. Sircy-hurd Wealth TeamMar 2023 to Apr 2025
  4. Sagespring Wealth PartnersNov 2022 to Mar 2023
  5. Raymond James Financial Services, Inc.Jan 2019 to Nov 2022
  6. LPL Financial LLCAug 2018 to Jan 2019
  7. Northwest Shoals Community CollegeAug 2017 to Aug 2018
  8. UnemployedMar 2016 to Aug 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (TN).

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
6960841
Firm CRD
705
Advisor's SEC record (opens in a new tab)
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