Raymond James Welcomes New York Advisors Managing $315 Million

Core Insights - Raymond James Financial Services (RJFS) has welcomed four financial advisors from Custom Wealth Strategies (CWS) in Depew, New York, enhancing its independent advisor channel [1][2] - CWS managed approximately $315 million in client assets and specializes in serving high-net-worth clients, including executives, physicians, and business owners [2] - The advisors bring a wealth of experience, with David Burgio Sr. having over 31 years in the financial services industry and founding CWS in 2011 [3][5] Company Overview - Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide, with total client assets of approximately $1.65 trillion as of July 31, 2025 [6] - The firm has been providing a wide range of investment and wealth planning-related services since 1974 through its affiliate, Raymond James & Associates, Inc. [6]