Stephanie Rose Watts
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 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
10 years in the industry.
- Vine Street Private Wealth & Family OfficeMar 2025 to now
- Raymond James Financial Services Advisors, Inc.May 2024 to now
- Fresca Keller WealthMay 2024 to now
- Raymond James Financial Services, Inc.May 2024 to now
- Lexington Private Wealth & Family OfficeJan 2025 to Feb 2025
- UBS Financial ServicesJul 2021 to May 2024
- Unified Trust CompanyJun 2015 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 7407669
- Firm CRD
- 149018