Mallory Miles-schierman
Investment adviser representative at Raymond James & Associates, Inc.
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Raymond James & Associates, Inc.Dec 2024 to now
- Raymond James & Associate IncAug 2024 to now
- Raymond James & Associates Inc.Apr 2022 to Aug 2024
- No EmploymentFeb 2022 to Apr 2022
- Cascade Sotheby's International RealtyJul 2021 to Feb 2022
- No EmploymentJul 2020 to Jul 2021
- Opus AgencyApr 2018 to Jul 2020
- Hyde Perk Coffee HouseAug 2017 to Apr 2018
- No EmploymentMay 2017 to Aug 2017
- Jenny Baines InteriorsMay 2016 to Nov 2016
- George Fox UniversityMar 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 7537527
- Firm CRD
- 705