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Nicholas Anthony Bogdan

Investment Adviser Representative at Raymond James Financial Services Advisors, Inc

New Port Richey, FLCRD #7780579Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
3

Professional summary

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

Nicholas Anthony Bogdan is an investment adviser representative with Raymond James Financial Services Advisors, Inc in New Port Richey, FL, where they have been registered since 2023, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida.

Office

5709 Tidalwave Drive
New Port Richey, FL 34652

Advisors at this office: 3

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:
14 states and territories

Alabama, California, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Massachusetts, Michigan, New York, North Carolina, Ohio, Pennsylvania

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 10/12/2023
Series 7
General Securities Representative Examination
Passed 9/5/2023
SIE
Securities Industry Essentials Examination
Passed 5/26/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Raymond James Financial Services Advisors, IncCurrent
10/24/2023 – New Port Richey, 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. Port Tarpon Marina
    Jul 2023 – Oct 2025Tarpon Springs, FL
  2. University of South Florida
    Aug 2019 – May 2023Tampa, FL
  3. General Nutrition Company
    Jan 2020 – Mar 2020Tampa, FL
  4. Florida Atlantic University
    Aug 2018 – Aug 2019Boca Raton, FL
  5. Folsom of Florida
    Jun 2017 – Jul 2018Odessa, FL
  6. Port Tarpon Marina
    Feb 2017 – Jul 2018Tarpon Springs, FL
  7. J.W. Mitchell High School
    Jul 2015 – May 2018Trinity, FL
  8. Raymond James Financial Services, Inc.
    Jul 2023 – no end date reportedNew Port Richey, FL
  9. Raymond James Financial Services Advisors, Inc
    Oct 2023 – no end date reportedNew Port Richey, FL

Official records & sources

Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Raymond James Financial Services Advisors, 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
  • Other

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/MunicipalInsurance CompaniesCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6,660
Offices listed on AdvisorFinder:
26
Main office:
Saint Petersburg, FL
SEC file number:
801-69815

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

Form ADV data as of September 21, 2026

View full firm profile

Other advisors at Raymond James Financial Services Advisors, Inc

Showing 12 of 6,660 in the directory

View Raymond James Financial Services Advisors, Inc firm profile

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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. Nicholas Anthony Bogdan 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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Nicholas Anthony Bogdan - Fees, Credentials & Background