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Michael Mcnamee
42 Years of Experience
Sarasota, FL
Broker
Michael Mcnamee is a registered investment advisor at Raymond James & Associates, INC., based in Sarasota, FL, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
Sarasota, FL
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Raymond James & Associates, INC.
September 2021 - Present · 4 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2021 - Present · 4 yrs 8 mos
Raymond James & Associates, INC.
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
August 2010 - October 2021 · 11 yrs 2 mos
Wells Fargo Clearing Services, LLC
August 2010 - October 2021 · 11 yrs 2 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2010 · 1 yr 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2010 · 1 yr 3 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 2006 - April 2007 · 1 yr 3 mos
Morgan Stanley Dw INC.Broker
May 1999 - April 2007 · 7 yrs 11 mos
Gruntal & CO., L.L.C.Broker
July 1987 - May 1999 · 11 yrs 10 mos
Glickenhaus & CO. - New JerseyBroker
December 1986 - June 1987 · 6 mos
Liss Tenner & Goldberg Securities CorporationBroker
December 1983 - December 1986 · 3 yrs
Liss, Tenner & Goldberg, INC.Broker
December 1983 - December 1983 · 0 mos
Dean Witter Reynolds INC.Broker
February 1983 - September 1983 · 7 mos
State Registrations7 states
CAFLMANJNYSCVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.