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Adrian Oliver Schultes

Raymond James Investment Management

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About Adrian Oliver Schultes

Adrian Schultes is a financial advisor who has been in the industry since 2006. Adrian is currently registered with Raymond James Investment Management. Previously, Adrian was registered with UMB Distribution Services, LLC, Cowen and Company, PIMCO Investments LLC, and Allianz Global Investors Distributors LLC. Adrian holds the following licenses and certifications: Series 66, Series 3, Series 7, and SIE. Adrian specializes in providing financial advice to individuals, investment companies, and pooled investment vehicles. Adrian also owns and manages Candlewood Isle Group, Inc., a business that is not investment related.

Firm Information

Adrian Schultes is currently registered with Raymond James Investment Management. Raymond James Investment Management is an investment advisor registered with the SEC. The firm, headquartered in ST PETERSBURG, FL, has 93 employees and manages approximately $16,378,977,378 in regulatory assets under management. They offer portfolio management services for individuals, investment companies, and pooled investment vehicles. Their client base includes investment companies, pooled investment vehicles, and high-net-worth individuals.
Raymond James Investment Management

780 CARILLON PARKWAY

ST PETERSBURG, FL 33716

$16.38B

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Adrian Schultes’s Registration & Firm History

NY

06/26/2018 - Present

Raymond James Investment Management (New York NY)

WI

05/13/2013 - 11/21/2017

UMB DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)

NY

07/11/2011 - 08/15/2012

COWEN AND COMPANY (NEW YORK NY)

NY

02/14/2011 - 05/31/2011

PIMCO INVESTMENTS LLC (NEW YORK NY)

NY

05/09/2005 - 02/14/2011

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/27/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/2005

Series 3 - National Commodity Futures Examination

BC

Issued 05/07/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adrian Oliver Schultes.
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