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Benjamin Erney

Investment adviser representative at Raymond James Financial Services Advisors, Inc
9 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

9 years in the industry.

  1. Raymond James Financial Services Advisors, Inc.Dec 2024 to now
  2. Raymond James & Associates, Inc.Dec 2024 to now
  3. Raymond James Financial Services, Inc.Dec 2024 to now
  4. Morgan StanleyMar 2024 to Nov 2024
  5. N/aDec 2023 to Mar 2024
  6. Morgan StanleyJun 2023 to Aug 2023
  7. Kutztown University of PennsylvaniaAug 2022 to Dec 2023
  8. Fp Solutions RiMay 2022 to Apr 2023
  9. Penn State UniversityAug 2019 to May 2022
  10. Dauphin Highlands Golf CourseMar 2017 to Oct 2019
  11. Lower Dauphin High SchoolAug 2015 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

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

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
7559778
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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