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Michele Devine

Raymond James Financial Services Advisors, INC
28 Years of Experience
Garden City, NY
1 DisclosureBroker
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Michele Devine is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Garden City, NY, with 28 years of industry experience. Michele 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
—
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Location

Garden City, NY

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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.
Regulatory
July 2004
Final
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Other Business Activities

Michele is an independent contractor for Devine Wealth Management Inc, a support company for her financial planning practice, and Ten Ten Associates, where she works as a financial advisor. She also serves as an officer and board member for the Suffolk County Legal Aid Society, contributing financial expertise.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2021 - Present · 5 yrs 3 mos
Raymond James Financial Services, INC.
July 2021 - Present · 5 yrs 3 mos
Raymond James Financial Services, INC.Broker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2021 - August 2021 · 1 mo
Wells Fargo Clearing Services, LLCBroker
July 2003 - August 2021 · 18 yrs 1 mo
Prudential Securities IncorporatedBroker
July 2000 - July 2003 · 3 yrs
Fleet Enterprises, INC.Broker
June 1998 - June 2000 · 2 yrs
State Registrations15 states
CACOCTFLGAMDMINCNHNJNYRIVAVTWA
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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