Katelyn M Philleo
Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Raymond James & Associates, Inc.Oct 2023 to now
- City of Virginia BeachDec 2022 to Oct 2023
- City of NorfolkAug 2022 to Dec 2022
- Abacus - City of NorfolkFeb 2022 to Aug 2022
- Page Family FoundationSep 2018 to Feb 2022
- Magna Imperio SystemsMay 2017 to Sep 2018
- Virginia Marine Science MuseumJun 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7809609
- Firm CRD
- 705