Carter Lorne mitchell Zavitz
Investment adviser representative at Raymond James (USA) Ltd
12 yearsExperience
1 stateRegistered in
$2BFirm assets
15 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Raymond James (USA) Ltd.Oct 2025 to now
- Raymond James Ltd.Mar 2025 to now
- UnemployedMay 2024 to Mar 2025
- Las Vegas Desert Dogs - National Lacrosse LeagueOct 2023 to May 2024
- UnemployedJun 2022 to Oct 2023
- Full-time EducationAug 2021 to Jun 2022
- Meridian Credit UnionNov 2020 to Aug 2021
- Full-time StudentSep 2019 to Sep 2020
- Meridian Credit UnionJun 2019 to Sep 2019
- Full-time StudentSep 2017 to Jun 2019
- Canadian Tire CorporationJul 2014 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Raymond James (USA) Ltd
$2BAssets managed
4,864Clients
122Advisers
15 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
- 8168051
- Firm CRD
- 25853