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Michael Solesky

Raymond James Financial Services Advisors, INC
36 Years of Experience
Itasca, IL
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Michael Solesky is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Itasca, IL, with 36 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

500 Park Blvd, Suite 165C, Itasca, IL, 60143

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History

Regulatory History (2)
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
June 2013
Settled
Customer Dispute
June 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is involved in real estate brokerage, spends minimal time on a branch support company he owns, and is an owner and agent for Tistle, Solesky And Burgman Financial Services, selling non-variable insurance products, fixed annuities, and term life. He dedicates minimal time to these insurance activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 9 mos
Raymond James Financial Services, INC.Broker
September 2000 - Present · 26 yrs 1 mo
Previous Registrations
Raymond James Financial Services
September 2006 - January 2009 · 2 yrs 4 mos
Charter One Securities, INC.Broker
January 2000 - October 2000 · 9 mos
First Chicago Investment Services, INC.Broker
January 1993 - February 1993 · 1 mo
Investment Network, INC.Broker
November 1989 - January 2000 · 10 yrs 2 mos
State Registrations19 states
AZCACOFLILINLAMDMIMNMONDNVOHORPATXVAWI
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.
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