Shelby Leigh Budzeak
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.Oct 2024 to now
- Thrivent FinancialJul 2023 to Aug 2024
- Thrivent Investment Management Inc.May 2023 to Aug 2024
- Healthquest Physical TherapyDec 2020 to May 2023
- Barton Malow HoldingsJun 2020 to Aug 2020
- Meeting Coordinators Inc.Apr 2018 to Dec 2020
- Western Michigan UniversityMay 2017 to Dec 2020
- Lutheran High School NorthAug 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7724548
- Firm CRD
- 705