Adviser and broker representative · Raymond James Financial Services Advisors, Inc.
Alisa L. Schultz
CRD 2399506 · Fairfax, VA
At a glance
Alisa L. Schultz is an investment adviser representative with Raymond James Financial Services Advisors, Inc. in Fairfax, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Alisa’s SEC record dates to 1997, about 29 years ago. Alisa is also registered as a broker representative.
Current advisory firm
- Raymond James Financial Services Advisors, Inc.Since January 2021Fairfax, VA · $390B in regulatory assets
SEC adviser record
- Registered since
- 1997 (29 years)
- Designations
- None on file
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Alisa’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.