Garry Michaelis
Garry Michaelis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Scottsdale, AZ, with 44 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
17015 N Scottsdale Rd, Ste 215, Scottsdale, AZ, 85255
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Garry is the officer and sole stockholder of G. Michaelis, Inc., a support company, and trustee for his brother's life insurance trust, dedicating minimal time to each. Garry is also an agent for non-variable insurance and owns rental real estate.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Securities Network, INC.Broker
Fsc Securities CorporationBroker
State Registrations41 states
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