Ryan Edward Sokolowski
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
3 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
11 years in the industry.
- Raymond James Financial Services Advisors Inc.Oct 2025 to now
- Raymond James Financial Services Inc.Oct 2025 to now
- Pioneer Valley Financial Group, LLCMar 2021 to now
- Commonwealth Financial NetworkMar 2021 to Oct 2025
- Bank of America N.A.Nov 2020 to Mar 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2020 to Mar 2021
- The Elkridge ClubFeb 2019 to Aug 2020
- The Colonial Golf and Tennis ClubFeb 2017 to Feb 2019
- Easport Yacht ClubNov 2015 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (MA, PA, 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
- 7287523
- Firm CRD
- 149018