Steven Matthew Prebish
Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
2 statesRegistered in
$501BFirm assets
51 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 feeCommissions
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.
- Laurence Manning AcademyAug 2025 to now
- Raymond James & Associates, Inc.Mar 2024 to now
- First Citizens BankMar 2023 to Mar 2024
- First Citizens Investor ServicesMar 2023 to Mar 2024
- Woodmen Financial Services, Inc.Feb 2022 to Mar 2023
- Woodmen of the World Life Insurance SocietyMar 2020 to Mar 2023
- Sumter YmcaMay 2019 to Dec 2019
- University of South CarolinaSep 2018 to Apr 2019
- Sumter YmcaMay 2018 to Aug 2018
- Panera BreadSep 2017 to Apr 2018
- Sumter YmcaMay 2017 to Aug 2017
- University of South Carolina - SumterSep 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 7497893
- Firm CRD
- 705