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Samantha Straub

6 Years of Experience
Saint Petersburg, FL
Broker

Samantha Straub is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Petersburg, FL, with 6 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, Saint Petersburg, FL, 33716

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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

Samantha is a lacrosse coach/trainer at D1 Training, a lacrosse coach at Florida Atlantic University, and a coach/program director at GirlyLax. These activities take about 10-20% of Samantha's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2026 - Present · 5 mos
Raymond James Financial Services, INC.
January 2026 - Present · 6 mos
Raymond James Financial Services, INC.Broker
January 2026 - Present · 6 mos
Previous Registrations
Raymond James & Associates, INC.
August 2022 - December 2025 · 3 yrs 4 mos
Raymond James & Associates, INC.Broker
August 2022 - December 2025 · 3 yrs 4 mos
Morgan Stanley
December 2020 - March 2022 · 1 yr 3 mos
Morgan StanleyBroker
January 2020 - March 2022 · 2 yrs 2 mos
Cetera Advisor Networks LLCBroker
September 2019 - December 2019 · 3 mos
Summit Brokerage Services, INC.Broker
September 2019 - September 2019 · 0 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.