Atish Shrestha
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Raymond James Financial Services Advisors, IncNov 2025 to now
- Raymond James Financial Services Inc.Oct 2025 to now
- Raymond James Services Advisory Inc.Oct 2025 to now
- Raymond James & Associates, Inc.Dec 2023 to now
- Robinhood Markets, IncJun 2022 to Dec 2023
- Robinhood Financial, LLCJan 2022 to Dec 2023
- Fidelity InvestmentsJan 2021 to Dec 2021
- UnemployedAug 2020 to Jan 2021
- The University of Texas At ArlingtonDec 2017 to Aug 2020
- UnemployedAug 2017 to Aug 2018
- AmazonMar 2017 to Aug 2017
- Texas Tech UniversityAug 2014 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7334386
- Firm CRD
- 149018