Michele Herzberg
Michele Herzberg is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 28 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
880 Carillon Parkway, St. Petersburg, FL, 33716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Bedrock Investment Advisors
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
Lucia Capital Group
Lucia Securities, LLCBroker
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
D.E. Frey & Company, INC.Broker
The Advisors Group, INC.Broker
Ba Investment Services, INC.Broker
Nike Securities L.P.Broker
State Registrations2 states
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