MP
MP

Miro Pasic

26 Years of Experience
New York, NY
Broker

Miro Pasic is a registered investment advisor at Raymond James & Associates, INC., based in New York, NY, with 26 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

320 Park Avenue, Fl 9, New York, NY, 10022

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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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
June 2023 - Present · 2 yrs 11 mos
Raymond James & Associates, INC.
June 2023 - Present · 2 yrs 11 mos
Raymond James & Associates, INC.Broker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Morgan Stanley
May 2020 - December 2022 · 2 yrs 7 mos
Morgan StanleyBroker
June 2009 - December 2022 · 13 yrs 6 mos
Morgan Stanley & CO. IncorporatedBroker
December 1998 - June 2009 · 10 yrs 6 mos
State Registrations12 states
CACTDCFLGAHIMANHNJNYORTX
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.
Miro Pasic - Financial Advisor | TrueAdvisor