Gregory E Stevens

Financial advisor at Raymond James & Associates, Inc. · Ocala, FL

Last updated 2026-10-10

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Gregory E Stevens is a financial advisor at Raymond James & Associates, Inc. in Ocala, FL, CRD 2955873. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 1997-12-18.

Registration

CRD number
2955873
Registration status
Active
IAPD registration
1997-12-18
Industry Experience
28 years
Work Experience
29 years
States registered
FL, TX

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 1997-09 to 2019-02 · Citigroup Global Markets Inc. · Ocala, FL
  • 2009-06 to 2019-02 · Morgan Stanley Smith Barney · Ocala, FL
  • 2015-01 to 2019-02 · Morgan Stanley Private Bank, National Association · New York, NY
  • 2019-02 to Present · Raymond James & Associates, Inc. · Ocala, FL

Current employment

SEC IAPD record for Gregory E Stevens

Raymond James & Associates, Inc.

Regulatory AUM
$500,955,604,975
Registered advisors
5,800
Offices
1,828
Clients per advisor
91.7 (Moderate)
Average AUM per client
$942.3K (Low)
High-net-worth client ratio
18.7% (Moderate)

Raymond James & Associates, Inc.: advisors, services and reported ETF investments

About

Gregory E Stevens is a financial advisor at Raymond James & Associates, Inc. in Ocala, FL. Reported securities licenses include Series 63 and Series 65. The latest record indicates 28 years of industry experience and 29 years of reported work history.

Raymond James & Associates, Inc.'s firm-level Form ADV reports 5,800 advisors across 1,828 offices; approximately 91.7 clients per advisor, average assets per client of $942,324, and regulatory AUM of $501B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, and State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.

What this firm offers

Filed by Raymond James & Associates, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Registered Municipal Advisor
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Municipal Advisor
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or Syndicator of Limited Partners

Location

2701 SW 34th Street, Ocala, FL 34474

13 advisors at this office.

Raymond James office in Ocala, FL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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