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Raymond James (USA) Ltd

● SEC registered since 2011CRD 25853SEC# 801-72137Vancouver
Export (members)
Reg. AUM
$1.99B
Employees
175
Accounts
4,869
Location
Vancouver

Raymond James (USA) Ltd assets under management

Raymond James (USA) Ltd is an investment advisory firm registered with the SEC based in Vancouver. The firm has been registered since 2011. It reports $2 billion in regulatory assets under management and employs 175 people.

Raymond James (USA) Ltd owners & executives

9 reported
NameTitleOwnershipSince
Christopher John Lim ControlChief Financial OfficerUnder 5%2022
Efstratios Michael Serbanos ControlGeneral CounselUnder 5%2024
Harris Ayyub ControlSr. Manager & Chief Compliance Officer (acting)Under 5%2025
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Frequently asked questions

How much does Raymond James (USA) Ltd manage?

Raymond James (USA) Ltd reports $2 billion in regulatory assets under management on its Form ADV.

How many employees does Raymond James (USA) Ltd have?

Raymond James (USA) Ltd reports 175 employees.

Where is Raymond James (USA) Ltd located?

Raymond James (USA) Ltd is based in Vancouver and has been SEC-registered since 2011.

Does Raymond James (USA) Ltd disclose fund performance?

Raymond James (USA) Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2100-925 West Georgia Street, Vancouver V6C3L2
Phone877-570-7558
Fax866-567-0514
Office hours6:00a.m.-4:00p.m.
SEC regionHQ
Discloses disciplinary historyYes

Assets under management

Discretionary$499.9M
Non-discretionary$1.49B
Total (RAUM)$1.99B