Michael Garlisi
Michael Garlisi is a registered investment advisor at Raymond James & Associates, INC., based in Ocala, FL, with 27 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2701 SW 34th Street, Building 100, Ocala, FL, 34474
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2004Other Business Activities
Michael is a member of the Finance/Investment Committee for Trinity Catholic High School since 2020. He is responsible for budget review, development review, and investment management, dedicating a few hours per week to this role.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Suntrust Securities, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations18 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.