SB
SB
Samantha Butler
6 Years of Experience
St. Petersburg, FL
3 DisclosuresBroker
Samantha Butler is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. 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
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Location
880 Carillon Parkway, St. Petersburg, FL, 33716
Get directionsHistory
Regulatory History (3)
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Financial
March 2023Final
Financial
December 2018Final
Financial
October 2018Final
Other Business Activities
Samantha is an author and published a poetry book, dedicating minimal time to this activity. This activity is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2025 - Present · 8 mos
Raymond James & Associates, INC.
March 2024 - Present · 2 yrs 2 mos
Raymond James & Associates, INC.
March 2023 - Present · 3 yrs 2 mos
Raymond James Financial Services, INC.
March 2023 - Present · 3 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2023 - Present · 3 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2019 - March 2023 · 3 yrs 11 mos
State Registrations2 states
ALFL
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.