BS
BS

Brian Straub

2 Years of Experience
St. Petersburg, FL
Broker

Brian Straub is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 2 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, St. 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

Brian coaches lacrosse for Broward Lacrosse Advantage, dedicating minimal time throughout the year. He also works part-time as an independent contractor for Mainsl Fiscal Support Entity, assisting special needs children in community integration, spending a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2024 - Present · 1 yr 10 mos
Raymond James & Associates, INC.
July 2024 - Present · 1 yr 10 mos
Raymond James Financial Services, INC.
July 2024 - Present · 1 yr 10 mos
Raymond James & Associates, INC.
July 2024 - Present · 1 yr 10 mos
Raymond James Financial Services, INC.Broker
July 2024 - Present · 1 yr 10 mos
Raymond James & Associates, INC.Broker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2023 - June 2024 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2023 - June 2024 · 1 yr 3 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.