Steven E Wilcox

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

Last updated 2026-10-10

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Steven E Wilcox is a financial advisor at Raymond James & Associates, Inc. in St. Petersburg, FL, CRD 3200315. Licenses and exams on the registration: Series 65, Series 66. IAPD registration began 2006-05-17.

Registration

CRD number
3200315
Registration status
Active
IAPD registration
2006-05-17
Industry Experience
20 years
Work Experience
11 years
States registered
FL

Licenses and exams

  • Series 65
  • Series 66

Work history

  • 2015-07 to 2020-06 · Northeast High School · St. Petersburg, FL
  • 2015-11 to Present · Raymond James & Associate · St. Petersburg, FL
  • 2025-06 to Present · Pinellas County Schools/east Lake High School · Tarpon Springs, FL

Current employment

SEC IAPD record for Steven E Wilcox

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

Steven E Wilcox is a financial advisor at Raymond James & Associates, Inc. in St. Petersburg, FL. Reported securities licenses include Series 65 and Series 66. The latest record indicates 20 years of industry experience and 11 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

880 Carillon Parkway, St. Petersburg, FL 33716

836 advisors at this office.

Raymond James office in St. Petersburg, FL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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