Joshua Sunanday

Financial advisor at Raymond James & Associates, Inc. · Williamsport, PA

Last updated 2026-10-10

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Joshua Sunanday is a financial advisor at Raymond James & Associates, Inc. in Williamsport, PA, CRD 5508071. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2014-03-03.

Registration

CRD number
5508071
Registration status
Active
IAPD registration
2014-03-03
Industry Experience
12 years
Work Experience
18 years
States registered
PA, TX

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2008-03 to Present · Citigroup Global Markets Inc · Lancaster, PA
  • 2009-06 to 2017-11 · Morgan Stanley Smith Barney · Lancaster, PA
  • 2017-11 to Present · Raymond James & Associates, Inc. · Williamsport, PA

Current employment

SEC IAPD record for Joshua Sunanday

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

Joshua Sunanday is a financial advisor at Raymond James & Associates, Inc. in Williamsport, PA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 12 years of industry experience and 18 years of reported work history. Reported roles include Citigroup Global Markets Inc, Morgan Stanley Smith Barney.

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, 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, 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

1000 Commerce Park Drive, Suite 402, Williamsport, PA 17701

8 advisors at this office.

Raymond James office in Williamsport, PA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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