Daniel James Kita
Investment adviser representative at Raymond James Financial Services Advisors, Inc
22 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
Are you Daniel James Kita? 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
22 years in the industry.
- Raymond James Financial Services Advisors, IncNov 2023 to now
- Raymond James Financial Services, Inc.Feb 2023 to now
- TownebankFeb 2023 to now
- Woodforest National BankNov 2022 to Feb 2023
- UnemployedJun 2022 to Nov 2022
- Olive GardenSep 2019 to Mar 2020
- Pennsylvania State UniversitySep 2017 to Mar 2020
- Zoup!Jun 2016 to Jun 2022
- Peters Township High SchoolSep 2004 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7697501
- Firm CRD
- 149018