Cody J Cabot
Investment adviser representative at Raymond James & Associates, Inc.
10 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
10 years in the industry.
- Raymond James & Associates, Inc.Jul 2026 to now
- Raymond James & Associate, Inc.Mar 2026 to now
- Raymond James & Associates, Inc.Nov 2025 to Mar 2026
- Cabot Financial AdvisorsJul 2024 to Jan 2026
- TwilioJun 2022 to Aug 2024
- WisetackJan 2022 to Jun 2022
- Winning Windows Inc.Jun 2017 to Dec 2021
- KiaviMay 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7973124
- Firm CRD
- 705