MN
MN
Matthew Najarian
26 Years of Experience
Birmingham, MI
1 DisclosureBroker
Matthew Najarian is a registered investment advisor at Raymond James & Associates, INC., based in Birmingham, MI, 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
Loading...
Location
325 N. Old Woodward Ave., Suite 320, Birmingham, MI, 48009
Get directionsHistory
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.
Customer Dispute
March 2009Denied
Employment History
Current Registrations
Raymond James & Associates, INC.
February 2023 - Present · 3 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Morgan Stanley
March 2011 - January 2023 · 11 yrs 10 mos
Morgan StanleyBroker
June 2009 - January 2023 · 13 yrs 7 mos
Citigroup Global Markets INC.Broker
November 1999 - June 2009 · 9 yrs 7 mos
State Registrations25 states
AZCACODCDEFLGAHIIAILINKYMDMIMNNCNMOHPARISCTNTXVAWA
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.