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Kayla M Macwilliam

Investment Adviser Representative at Raymond James & Associates, Inc.

Vero Beach, FLCRD #7219532Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kayla M. MacWilliam is an investment adviser representative with Raymond James & Associates, Inc. in Vero Beach, FL, where they have been registered since 2022. They have worked in the securities industry since 2021 and were previously registered with Fidelity Personal and Workplace Advisors. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.

Office

582 Beachland Blvd., Suite 200
Vero Beach, FL 32963

Advisors at this office: 9

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida
Broker:
1 state or territory

Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/2/2022
Series 63
Uniform Securities Agent State Law Examination
Passed 4/8/2021
Series 7
General Securities Representative Examination
Passed 12/16/2020
SIE
Securities Industry Essentials Examination
Passed 3/16/2020

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Raymond James & Associates, Inc.Current
12/22/2022 – Vero Beach, FL
Fidelity Personal AND Workplace Advisors
6/20/2022 – 11/17/2022Palm Beach Gardens, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Fidelity Brokerage Services LLC
    Jul 2019 – Nov 2022Palm Beach Gardens, FL
  2. Professional Grouting Inc.
    May 2015 – Jul 2019Vero Beach, FL
  3. Vino Royal
    May 2018 – Aug 2018Vero Beach, FL
  4. Florida State University
    Jul 2015 – May 2019Tallahassee, FL
  5. Raymond James & Associates, INC
    Nov 2022 – no end date reportedVero Beach, FL

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Raymond James & Associates, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
5,717
Offices listed on AdvisorFinder:
26
Main office:
St. Petersburg, FL
SEC file number:
801-10418

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 25, 2026

View full firm profile

Other advisors at Raymond James & Associates, Inc.

Showing 12 of 5,717 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kayla M Macwilliam has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Kayla M Macwilliam (Raymond James & Associates)