Nicholas Anthony Bogdan
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 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
10 years in the industry.
- Raymond James Financial Services Advisors, IncOct 2023 to now
- Raymond James Financial Services, Inc.Jul 2023 to now
- Port Tarpon MarinaJul 2023 to Oct 2025
- General Nutrition CompanyJan 2020 to Mar 2020
- University of South FloridaAug 2019 to May 2023
- Florida Atlantic UniversityAug 2018 to Aug 2019
- Folsom of FloridaJun 2017 to Jul 2018
- Port Tarpon MarinaFeb 2017 to Jul 2018
- J.W. Mitchell High SchoolJul 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7780579
- Firm CRD
- 149018