MA
MA

Michael Ariyoshi

30 Years of Experience
San Rafael, CA
Broker

Michael Ariyoshi is a registered investment advisor at Raymond James & Associates, INC., based in San Rafael, CA, with 30 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

4000 Civic Center Drive, Suite 500, San Rafael, CA, 94903

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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.
May 2020 - Present · 6 yrs 2 mos
Raymond James & Associates, INC.
May 2020 - Present · 6 yrs 2 mos
Raymond James & Associates, INC.Broker
May 2020 - Present · 6 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2015 - May 2020 · 5 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
January 2015 - May 2020 · 5 yrs 4 mos
Morgan Stanley
June 2009 - January 2015 · 5 yrs 7 mos
Morgan StanleyBroker
June 2009 - January 2015 · 5 yrs 7 mos
Citigroup Global Markets INC.
July 1997 - June 2009 · 11 yrs 11 mos
Citigroup Global Markets INC.Broker
February 1996 - June 2009 · 13 yrs 4 mos
Montano Securities CorporationBroker
June 1994 - July 1994 · 1 mo
State Registrations6 states
CACOILMATXWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.