Marlies Schubiger
Investment adviser representative at Raymond James Financial Services Advisors, Inc
15 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
15 years in the industry.
- Raymond James Financial Services Advisors, Inc.May 2026 to now
- Raymond James Financial Services, Inc.May 2026 to now
- Swiss Club of Central FloridaSep 2022 to now
- Raymond James & Associates, IncJun 2022 to May 2026
- Robinhood Markets, IncJun 2022 to Jun 2022
- Robinhood Financial, LLCAug 2021 to Jun 2022
- Equitable AdvisorsJul 2020 to Jun 2021
- Jackson HewittFeb 2020 to Apr 2020
- Edward JonesJan 2019 to Jan 2020
- Sandpoint Community Resource CenterAug 2017 to Oct 2018
- UBS Financial ServicesJun 2011 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7047909
- Firm CRD
- 149018