Nicholas Demoran
Investment adviser representative at Raymond James & Associates, Inc.
17 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
17 years in the industry.
- Raymond James & Associates, Inc.Aug 2022 to now
- Bank of America, N.A.Dec 2021 to Jun 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2019 to Jun 2022
- Philips LightingMay 2017 to Apr 2019
- Bancorpsouth BankAug 2014 to Jan 2017
- O'charleys RestaurantOct 2009 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (MS, 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
- 7113313
- Firm CRD
- 705