Patricia Capsey
Patricia Capsey is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St Petersburg, FL, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
100 2nd Ave. S, Ste. 704S, St Petersburg, FL, 33701
Get directionsHistory
Regulatory History (1)
Financial
December 2019Other 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
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Adp Broker-Dealer, INC.Broker
Rogan & Associates, INC.
Rogan & Associates, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
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.