MT
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Michael Teller
28 Years of Experience
Dublin, OH
1 DisclosureBroker
Michael Teller is a registered investment advisor at Raymond James & Associates, INC., based in Dublin, OH, with 28 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
6745 Longshore St, Suite 220, Dublin, OH, 43017
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2005Settled
Other Business Activities
Michael has requested approval to become a FINRA Arbitrator, starting in September 2024. He expects to dedicate minimal time to this activity, which is not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2023 - Present · 2 yrs 8 mos
Raymond James & Associates, INC.
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
UBS Financial Services INC.Broker
July 2022 - September 2023 · 1 yr 2 mos
UBS Financial Services INC.
July 2022 - September 2023 · 1 yr 2 mos
J.P. Morgan Securities LLC
October 2012 - August 2022 · 9 yrs 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - August 2022 · 9 yrs 10 mos
Chase Investment Services CORP.
July 2005 - October 2012 · 7 yrs 3 mos
Chase Investment Services CORP.Broker
July 2005 - October 2012 · 7 yrs 3 mos
Banc One Securities Corporation
November 2004 - July 2005 · 8 mos
Banc One Securities CorporationBroker
April 2004 - July 2005 · 1 yr 3 mos
Morgan Stanley Dw INC.Broker
April 2000 - January 2003 · 2 yrs 9 mos
Olde Discount CorporationBroker
March 1996 - May 2000 · 4 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.