Nicholas Philip Toscano
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 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
11 years in the industry.
- Raymond James Financial Services Advisors, Inc.Mar 2026 to now
- Raymond James Financial Services, Inc.Jan 2026 to now
- Park Avenue SecuritiesJun 2025 to Jan 2026
- Guardian Life Insurance CompanyMay 2025 to Jan 2026
- Level Up Lending LLCFeb 2024 to Jun 2025
- Dime Community BankMay 2022 to Feb 2024
- Stony Book UniversityJan 2022 to Dec 2024
- University of TampaAug 2021 to Jan 2022
- Agc Irrigation SuppliesJun 2021 to May 2022
- SobolJun 2019 to Apr 2021
- Eastport South Manor Jr Sr HighNov 2015 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8110329
- Firm CRD
- 149018