Alan Robert Schwarz
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 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
13 years in the industry.
- Raymond James Financial Services Advisors, Inc.Aug 2026 to now
- Raymond James Financial Services, Inc.Mar 2023 to now
- Washington State University - Tri-citiesSep 2020 to Apr 2021
- Ethos Cafe and BakeryApr 2019 to May 2023
- Jason Lee Swim and Tennis ClubMay 2018 to Sep 2018
- Indian Springs Swim ClubMay 2017 to Sep 2019
- Washington State UniversityAug 2016 to May 2021
- Richland High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7707118
- Firm CRD
- 149018