Adviser and broker representative · Raymond James Financial Services Advisors, Inc.
Charlsey G. Cavric
CRD 7600879 · Plainwell, MI
At a glance
Charlsey G. Cavric is an investment adviser representative with Raymond James Financial Services Advisors, Inc. in Plainwell, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Charlsey’s SEC record dates to 2023, about 3 years ago. Charlsey is also registered as a broker representative.
Current advisory firm
- Raymond James Financial Services Advisors, Inc.Since October 2023Plainwell, MI · $390B in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Charlsey’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
- 1 firmLocked
- 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.