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CFP

Christopher Mckelvey

Raymond James Financial Services Advisors, INC
16 Years of Experience
Lake Mary, FL
Broker
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Christopher Mckelvey is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake Mary, FL, with 16 years of industry experience. Christopher 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

766 N Sun Drive, #2090, Lake Mary, FL, 32746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher is the owner and president of AMGWM, LLC, Anderson McKelvey Group, and McKelvey AMG, LLC, all DBAs through RJFS. He dedicates about half of his time to these businesses.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2024 - Present · 2 yrs 9 mos
Raymond James Financial Services, INC.Broker
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2011 - January 2024 · 13 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2011 - January 2024 · 13 yrs
Morgan Stanley Smith Barney LLC
May 2010 - January 2011 · 8 mos
Morgan Stanley Smith BarneyBroker
April 2010 - January 2011 · 9 mos
State Registrations35 states
ALARAZCACOCTDCFLGAILINKSKYMDMIMNMONCNHNJNMNYOHORPAPRRISCSDTNTXVAWAWIWV
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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