Unclaimed Profile

Scott Curtis

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC·SAINT PETERSBURG, Florida

SIE, Series 3, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65, Series 99TOClean recordRAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

880 CARILLON PARKWAY, SAINT PETERSBURG, FL 33716CRD# 1707935Firm CRD# 149018

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott Curtis · SAINT PETERSBURG, FL

Registration

CRD #1707935 · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 24

Series 63

Series 65

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CRD 149018 · SEC 801-69815

AUM

$344.9B

Regulatory assets under management

Employees

6,727

1,030,208 client accounts

Services offered by RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC →

Introduction

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Frequently Asked Questions

What services does Scott Curtis offer?

Scott Curtis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAINT PETERSBURG, Florida for a consultation.

What are Scott Curtis's credentials?

Scott Curtis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Curtis located?

Scott Curtis is based in SAINT PETERSBURG, Florida, working with RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. Their office serves clients in the SAINT PETERSBURG metropolitan area and surrounding communities.

How does Scott Curtis charge for services?

Scott Curtis's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: per participant (erisa). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC?

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC has approximately 6727 employees and manages $344.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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