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Michael Ludwig

38 Years of Experience
West Palm Beach, FL
Broker

Michael Ludwig is a registered investment advisor at Raymond James & Associates, INC., based in West Palm Beach, FL, with 38 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

Esperante Corporate Center, 222 Lakeview Avenue, Suite 1100, West Palm Beach, FL, 33401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael owns a 3 Natives restaurant franchise. He will hire a manager to handle the day-to-day operations.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2025 - Present · 9 mos
Raymond James & Associates, INC.Broker
October 2025 - Present · 9 mos
Previous Registrations
UBS Financial Services INC.
August 2006 - July 2025 · 18 yrs 11 mos
UBS Financial Services INC.Broker
August 2006 - July 2025 · 18 yrs 11 mos
Wachovia Securities, LLCBroker
July 2003 - August 2006 · 3 yrs 1 mo
Wachovia Securities, LLC
July 2003 - August 2006 · 3 yrs 1 mo
Prudential Securities Incorporated
August 2000 - July 2003 · 2 yrs 11 mos
Prudential Securities IncorporatedBroker
August 2000 - July 2003 · 2 yrs 11 mos
Painewebber IncorporatedBroker
September 1993 - August 2000 · 6 yrs 11 mos
Prudential Securities IncorporatedBroker
November 1992 - August 1993 · 9 mos
First Investors CorporationBroker
November 1991 - October 1992 · 11 mos
Donald & CO. Securities INC.Broker
April 1986 - February 1991 · 4 yrs 10 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michael Ludwig - Financial Advisor | TrueAdvisor