Edmund Breen Clapham
Investment adviser representative at Raymond James & Associates, Inc.
8 yearsExperience
1 stateRegistered in
CFADesignation
$501BFirm assets
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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
8 years in the industry.
- Raymond James & Associates, Inc.May 2023 to now
- Modera Wealth Management, LLCApr 2023 to May 2023
- Parsec Financial ManagementSep 2018 to Apr 2023
- UnemployedApr 2017 to Sep 2018
- Anchor Health PropertiesMar 2017 to Mar 2017
- UnemployedJun 2015 to Feb 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7023137
- Firm CRD
- 705