Adviser and broker representative · Raymond James & Associates, Inc.
Tanner Helsel
CRD 7562642 · St. Petersburg, FL
At a glance
Tanner Helsel is an investment adviser representative with Raymond James & Associates, Inc. in St. Petersburg, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Tanner’s SEC record dates to 2023, about 3 years ago. Tanner is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- Raymond James & Associates, Inc.Since April 2023St. Petersburg, FL · $501B in regulatory assets
- Raymond James Financial Services Advisors, Inc.Since May 2023Saint Petersburg, FL · $390B in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Tanner’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
- Locked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.