MG
MG
Michelle Giovanelli
25 Years of Experience
Boca Raton, FL
1 DisclosureBroker
Michelle Giovanelli is a registered investment advisor at Raymond James & Associates, INC., based in Boca Raton, FL, with 25 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
1 Town Center Road, 10th Floor, Boca Raton, FL, 33486
Get directionsHistory
Regulatory History (1)
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Financial
May 2024Final
Employment History
Current Registrations
Raymond James & Associates, INC.
January 2025 - Present · 1 yr 4 mos
Raymond James & Associates, INC.Broker
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Ameriprise Financial Services, LLC
July 2024 - January 2025 · 6 mos
Ameriprise Financial Services, LLCBroker
July 2024 - January 2025 · 6 mos
Morgan StanleyBroker
June 2009 - July 2024 · 15 yrs 1 mo
Morgan Stanley
June 2009 - July 2024 · 15 yrs 1 mo
Citigroup Global Markets INC.
October 2000 - June 2009 · 8 yrs 8 mos
Citigroup Global Markets INC.Broker
October 2000 - June 2009 · 8 yrs 8 mos
State Registrations2 states
FLWI
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.