Sheldon Ray
Sheldon Ray is a registered investment advisor at Raymond James & Associates, INC., based in Washington, DC, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
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Assets Under Management
Fee Structure
Location
1717 Pennsylvania Ave Nw, Suite 1050, Washington, DC, 20006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Prudential Securities IncorporatedBroker
State Registrations26 states
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