MS
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Michal Szittai

34 Years of Experience
Naples, FL
Broker

Michal Szittai is a registered investment advisor at Raymond James & Associates, INC., based in Naples, FL, with 34 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

1421 Pine Ridge Road, Suite 300, Naples, FL, 34109

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Raymond James & Associates, INC.
January 2023 - Present · 3 yrs 4 mos
Raymond James & Associates, INC.Broker
July 2014 - Present · 11 yrs 10 mos
Previous Registrations
Carnes Capital CorporationBroker
September 1992 - September 2013 · 21 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1989 - October 1991 · 2 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.