Michael Hlavek
Michael Hlavek is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Winter Park, FL, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1560 Orange Avenue, Suite 650, Winter Park, FL, 32789
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is an officer and president of AGW Group, his OSJ, responsible for daily operations, dedicating about 10-20% of his time. He also owns Blue Eyes Boat, LLC, a holding company for his boat, and acts as trustee for two family trusts, spending minimal time on these activities. He also operates Winter Park Wealth Group as an RJFS office, spending minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations52 states
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