Pearsall Wealth Management of Raymond James

What changed

Registered with Raymond James in June 2026 after more than 26 years at UBS; operating as Pearsall Wealth Management of Raymond James.

Reported / discovered

Aug 20, 2026

Effective

Not reported

New role

Senior Vice President of Wealth Management

Previous role

Not reported

Market

Glens Falls, NY

Reported book

$400M

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

3 observations consolidated into one event.