MC
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Michael Cohen
41 Years of Experience
St. Petersburg, FL
1 DisclosureBroker
Michael Cohen is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 41 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
200 Central Avenue, 24th Floor, St. Petersburg, FL, 33701
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2008Closed-No Action
Employment History
Current Registrations
Raymond James & Associates, INC.
November 2008 - Present · 17 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2008 - Present · 17 yrs 6 mos
Previous Registrations
Wachovia Securities, LLCBroker
January 2008 - December 2008 · 11 mos
Wachovia Securities, LLC
January 2008 - December 2008 · 11 mos
A. G. Edwards & Sons, INC.
August 2003 - January 2008 · 4 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
August 2003 - January 2008 · 4 yrs 5 mos
Robert W. Baird & CO. Incorporated
August 1998 - September 2003 · 5 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
August 1998 - September 2003 · 5 yrs 1 mo
Prudential Securities IncorporatedBroker
August 1995 - August 1998 · 3 yrs
A. G. Edwards & Sons, INC.Broker
May 1984 - August 1995 · 11 yrs 3 mos
State Registrations20 states
ALAZCOFLGAKYMDMEMIMSNCNJNYOHORPASCTNTXWI
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.