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Sydney Owens Harrod

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.

  1. Raymond James & Associates, Inc.Jul 2023 to now
  2. Steamroller BluesFeb 2020 to Jun 2023
  3. 8th StorySep 2018 to Sep 2019
  4. Launch ShowroomJun 2017 to Sep 2018
  5. Steamroller BluesDec 2016 to Jun 2017
  6. Savoir FaireAug 2014 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (AR).

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
7775321
Firm CRD
705
Advisor's SEC record (opens in a new tab)
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