Elise Borghi
Investment adviser representative at Raymond James & Associates, Inc.
11 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
11 years in the industry.
- Raymond James & Associates, Inc.May 2026 to now
- RBC Wealth ManagementJun 2023 to May 2026
- MacadosJan 2023 to May 2023
- Wealthspire AdvisorsJun 2022 to Aug 2022
- Industrial TaphouseJun 2021 to Jan 2023
- Texas RoadhouseJun 2020 to Aug 2020
- Full Time Student At Virginia TechJun 2019 to Jun 2023
- Full Time Student At St. Gertrude High SchoolJun 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7772885
- Firm CRD
- 705