Samuel Carlyle Conn
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.Jun 2026 to now
- Bespoke CapitalJun 2026 to now
- Raymond James Financial Services, Inc.Jun 2026 to now
- Raymond James & Associates, Inc.Nov 2025 to Jun 2026
- Foreside Fund Services, LLCJul 2023 to Nov 2025
- Angel Oak Capital Advisors, LLCJun 2023 to Nov 2025
- Homebridge Financial ServicesMay 2022 to Aug 2022
- The Home DepotMay 2021 to Aug 2021
- University of GeorgiaAug 2019 to Jun 2023
- UnemployedAug 2019 to May 2021
- Moxie BurgerApr 2019 to Aug 2019
- J ChristophersJul 2017 to Apr 2019
- UnemployedJul 2013 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7765362
- Firm CRD
- 149018