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Nicholas Timothy Smail

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.

  1. Raymond James Financial Services Advisors, Inc.Jan 2026 to now
  2. Raymond James Financial Services, Inc.Jan 2026 to now
  3. Bank of America, N.A.Sep 2024 to Jan 2026
  4. Merrill Lynch, Pierce, Fenner & Smith Inc.Aug 2024 to Jan 2026
  5. Raymond James Financial Services Advisors, Inc.Jan 2023 to Jul 2024
  6. Fehrman Investment Group (dba)Apr 2021 to Jul 2024
  7. Raymond James Financial Services, Inc.Apr 2021 to Jul 2024
  8. Wide Open WestAug 2018 to Mar 2021
  9. Georgia College and State UniversityAug 2014 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (GA).

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
7364366
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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