Dennis Rao
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 and Associates, Inc.Jun 2024 to now
- Wake Forest UniversityAug 2023 to May 2024
- Raymond James and AssociatesMay 2023 to Jul 2023
- Wake Forest UniversityAug 2022 to May 2023
- Sherwin-williamsJun 2022 to Aug 2022
- Wake Forest UniversityAug 2021 to May 2022
- Jewish Community AllianceJun 2021 to Aug 2021
- Wake Forest UniversityAug 2020 to May 2021
- Undeveloped CoJul 2020 to Aug 2020
- N/aMay 2020 to Jun 2020
- The Bolles SchoolAug 2014 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7740428
- Firm CRD
- 705