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Michael Schoenleber

Raymond James Financial Services Advisors, INC
30 Years of Experience
Elkton, MD
1 DisclosureBrokerSells Insurance
View SEC Summary
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Michael Schoenleber is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Elkton, MD, with 30 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

130 North Street, Elkton, MD, 21921

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
January 2009
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael works as an associate at Fulton Bank, focusing on investment sales, and as a financial advisor for Fulton Financial Advisor, dedicating about half of his time to each. He also works as an agent for Specific Solutions selling life insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2011 - Present · 15 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2009 - Present · 17 yrs 7 mos
Previous Registrations
PNC Investments
April 2005 - February 2009 · 3 yrs 10 mos
PNC InvestmentsBroker
April 2005 - February 2009 · 3 yrs 10 mos
Wachovia Securities, LLC
January 2004 - April 2005 · 1 yr 3 mos
Wachovia Securities, LLCBroker
October 2000 - April 2005 · 4 yrs 6 mos
First Union Brokerage Services, INC.Broker
September 2000 - October 2000 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1997 - September 2000 · 3 yrs 3 mos
Prudential Securities IncorporatedBroker
February 1996 - June 1997 · 1 yr 4 mos
L.C. Wegard & CO., INC.Broker
November 1995 - November 1995 · 0 mos
State Registrations15 states
ARCADEFLLAMDMNNCNJNYPASCTXVAWI
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.
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