MW
MW

Michael Witt

32 Years of Experience
Alpharetta, GA
Broker

Michael Witt is a registered investment advisor at Raymond James & Associates, INC., based in Alpharetta, GA, with 32 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
Loading...

Location

2400 Lakeview Parkway, Suite 200, Alpharetta, GA, 30009

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Raymond James & Associates, INC.
October 2014 - Present · 11 yrs 9 mos
Raymond James & Associates, INC.
September 2014 - Present · 11 yrs 10 mos
Raymond James & Associates, INC.Broker
September 2014 - Present · 11 yrs 10 mos
Previous Registrations
Wells Fargo Advisors, LLC
September 2005 - September 2014 · 9 yrs
Wells Fargo Advisors, LLCBroker
August 2005 - September 2014 · 9 yrs 1 mo
Suntrust Investment Services, INC.
January 2004 - September 2005 · 1 yr 8 mos
Suntrust Investment Services, INC.Broker
March 1996 - September 2005 · 9 yrs 6 mos
Suntrust Securities, INC.Broker
February 1996 - March 1996 · 1 mo
Bank South Investment Services, INC.Broker
August 1994 - February 1996 · 1 yr 6 mos
Bank South Securities CorporationBroker
April 1994 - September 1994 · 5 mos
A. G. Edwards & Sons, INC.Broker
March 1993 - December 1993 · 9 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
November 1992 - February 1993 · 3 mos
State Registrations22 states
ALAZCAFLGAILKSKYMDMOMTNCNDNJNVNYOHSCTNTXVAWA
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.