Anastasiia Wolters
Investment adviser representative at Raymond James & Associates, Inc.
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Raymond James & Associates, Inc.Jan 2020 to now
- UnemployedSep 2019 to Jan 2020
- First Command Advisory Services, Inc.Feb 2019 to Sep 2019
- First Command Insurance Services, Inc.Feb 2019 to Sep 2019
- Five GuysNov 2018 to Mar 2019
- First Command Financial Planning, Inc.Oct 2018 to Sep 2019
- UnemployedMay 2018 to Oct 2018
- Avi Food SystemsFeb 2016 to May 2017
- Tiffin UniversityAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
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
- 7024671
- Firm CRD
- 705