Pei Elizabeth Ivins
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.
- Raymond James & Associates, Inc.Jan 2023 to now
- Ars Investment Partners, LLCMay 2021 to Jan 2023
- Imagine FloatMar 2021 to Apr 2021
- Padgett Business ServicesMar 2021 to Apr 2021
- UnemployedOct 2020 to Feb 2021
- Lake CompounceJul 2020 to Sep 2020
- University Student/unemployedSep 2019 to Jun 2020
- Lake CompounceMay 2019 to Aug 2019
- Live Nation EntertainmentMay 2019 to Aug 2019
- UBS Financial Services, Inc.May 2019 to Aug 2019
- University Student/unemployedSep 2018 to Apr 2019
- Raymond JamesJul 2018 to Aug 2018
- University Student/unemployedSep 2017 to May 2018
- University Student/unemployedSep 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6998184
- Firm CRD
- 705