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Phillip Shubinsky

Investment Adviser Representative at Raymond James & Associates, Inc.

Washington, DCCRD #7428963Dual-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.

Phillip Shubinsky is an investment adviser representative with Raymond James & Associates, Inc. in Washington, DC, where they have been registered since 2026. They have worked in the securities industry since 2023 and have been registered with 3 firms, including Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 Maryland and Texas.

Office

1899 Pennsylvania Ave N, Ste 1000
Washington, DC 20006

Advisors at this office: 15

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

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Maryland, Texas
Broker:
33 states and territories

Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Kansas, Louisiana, Maine, Maryland, Michigan, Montana, Nevada, New Jersey, New York, North Carolina, North Dakota, Oklahoma, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia

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 12/10/2022
Series 7
General Securities Representative Examination
Passed 10/25/2022
SIE
Securities Industry Essentials Examination
Passed 8/19/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Raymond James & Associates, Inc.Current
4/20/2026 – Washington, DC
Morgan Stanley
6/29/2023 – 3/24/2026Washington, DC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
12/13/2022 – 3/8/2023Phoenix, MD

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. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jul 2022 – Mar 2023Arlington, VA
  2. Arex Capital
    Jun 2021 – Aug 2021New York City, NY
  3. Sparksoft Corporation
    Jul 2017 – Jul 2018Pikesville, MD
  4. University of Maryland -Full Time Education
    Aug 2018 – May 2022College Park, MD
  5. Senior Helpers
    Jun 2019 – Aug 2019Lutherville, MD
  6. Planet Hollywood International, Inc
    Jun 2021 – Aug 2021Timonium, MD
  7. Control Cable Inc
    Jun 2020 – Jul 2020Owings Mills, MD
  8. Dulaney High School
    Aug 2014 – Jun 2018Cockeysville, MD
  9. Bank of America N.A.
    Oct 2022 – Jun 2023Arlington, VA
  10. Morgan Stanley
    Jun 2023 – Apr 2026Washington, DC
  11. Raymond James & Associates, INC
    Apr 2026 – no end date reportedReston, VA

Official records & sources

Data as of August 10, 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. Phillip Shubinsky 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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Phillip Shubinsky (Raymond James & Associates)