MS
MS

Michael Scrimenti

41 Years of Experience
Sarasota, FL
1 DisclosureBroker

Michael Scrimenti is a registered investment advisor at Raymond James & Associates, INC., based in Sarasota, 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
Loading...

Location

2 N. Tamiami Trail, Suite 804, Sarasota, FL, 34236

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2009
Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
September 2006 - Present · 19 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2006 - Present · 19 yrs 8 mos
Previous Registrations
Morgan Stanley
January 2001 - September 2006 · 5 yrs 8 mos
Morgan Stanley Dw INC.Broker
January 2001 - September 2006 · 5 yrs 8 mos
Legg Mason Wood Walker, IncorporatedBroker
November 1987 - January 2001 · 13 yrs 2 mos
Legg Mason Masten INC.Broker
October 1987 - November 1987 · 1 mo
Legg Mason Wood Walker, IncorporatedBroker
June 1984 - October 1987 · 3 yrs 4 mos
State Registrations25 states
AZCACODCDEFLGAILKYMAMDMNNCNJNVNYOHPARISCTNTXVAWAWI
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.
Michael Scrimenti - Financial Advisor | TrueAdvisor