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Patricia Lewis-Picard

Raymond James Financial Services Advisors, INC
26 Years of Experience
St Petersburg, FL
1 DisclosureBroker
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Patricia Lewis-Picard is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St Petersburg, FL, with 26 years of industry experience. Patricia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

100 2nd Ave. S, Ste. 704S, St Petersburg, FL, 33701

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
December 2019
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Patricia works as a client associate for Speizer Wealth LLC since 2021 and as an associate/employee for Sunshine City Wealth Group since 2023, dedicating about half of her time to each. Both roles involve providing support to advisors and their clients.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2021 - Present · 5 yrs
Raymond James Financial Services, INC.
October 2021 - Present · 5 yrs
Raymond James Financial Services, INC.Broker
October 2021 - Present · 5 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2014 - October 2021 · 7 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
April 2014 - October 2021 · 7 yrs 6 mos
Investment Centers of America, INC.
September 2010 - March 2014 · 3 yrs 6 mos
Investment Centers of America, INC.Broker
September 2010 - March 2014 · 3 yrs 6 mos
Adp Broker-Dealer, INC.Broker
February 2009 - July 2010 · 1 yr 5 mos
Rogan & Associates, INC.
May 2007 - December 2008 · 1 yr 7 mos
Rogan & Associates, INC.Broker
May 2007 - December 2008 · 1 yr 7 mos
Morgan Stanley
December 2000 - March 2007 · 6 yrs 3 mos
Morgan Stanley Dw INC.Broker
August 1999 - March 2007 · 7 yrs 7 mos
State Registrations1 state
FL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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