Peyton Diane Bodziak
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$390BFirm assets
Are you Peyton Diane Bodziak? Claim your profile
Contact this firm
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, IncMar 2025 to now
- Mainsail Wealth AdvisorsMay 2022 to now
- Raymond James Financial Services, Inc.May 2022 to now
- Northwestern Mutual Investment Services, LLCAug 2021 to May 2022
- Image Asphalt MaintenaceMay 2020 to Aug 2021
- Virginia Tech Polytechnic Institute and State UniversityAug 2019 to May 2023
- Latitude 38 WaterfrontMay 2019 to Aug 2019
- Dover SaddleryDec 2017 to Jan 2020
- United States Naval AcademyAug 2017 to May 2019
- Broadneck High SchoolAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7424867
- Firm CRD
- 149018