David Holroyd
Full name on record: David Benjamin Holroyd
Financial advisor at Raymond James & Associates
David Holroyd has worked in the financial industry for 19 years and is a fiduciary financial advisor based in St. Petersburg, Florida. David has been with Raymond James & Associates since 2008; before that, David spent less than a year at Raymond James Financial Services. Raymond James & Associates offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1442 advisors with offices in St. Petersburg, and one of 1372 fiduciaries.
At a glance
Services through Raymond James & Associates
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2008 – nowRaymond James & Associates, Inc.Current firm
- Oct 2007 – Mar 2008Raymond James Financial Services, Inc.Previously
Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About David
How do I contact David?
Call Raymond James & Associates at (727) 567-1000 and ask for David Holroyd. David works from the St. Petersburg, FL office.
How long has David been a financial advisor?
David has been in the industry since 2007, about 19 years. More experience than 62% of advisors in St. Petersburg.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.