Michael Cox is a CFP-designated registered investment advisor, based in New Port Richey, FL, with 30 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold.
Location
5709 Tidalwave Drive, New Port Richey, FL, 34652
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Regulatory History (1)
Customer Dispute
January 2008Other Business Activities
Michael is involved in several business activities, including owning rental real estate and serving as president of Coastal Bay Wealth Management, which takes about a quarter to half of his time. He is also a partner in Coastal Bay Tax & Consulting and participates in the Pasco County Mosquito Control District.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations17 states
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
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