ML
ML

Mitshel Lavander

25 Years of Experience
Miami, FL
1 DisclosureBroker

Mitshel Lavander is a registered investment advisor at Raymond James & Associates, INC., based in Miami, 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 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

600 Brickell Avenue, Suites 1875 and 2250, Miami, FL, 33131

Get directions

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.
Customer Dispute
October 2004
Denied
Employment History
Current Registrations
Raymond James & Associates, INC.
July 2021 - Present · 4 yrs 10 mos
Raymond James & Associates, INC.
July 2021 - Present · 4 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2004 - July 2021 · 17 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - July 2021 · 18 yrs
Prudential Securities IncorporatedBroker
August 2002 - July 2003 · 11 mos
Coutts Securities INC.Broker
June 2001 - August 2002 · 1 yr 2 mos
American Express Financial Advisors INC.Broker
November 1999 - December 2000 · 1 yr 1 mo
Ids Life Insurance CompanyBroker
November 1999 - December 2000 · 1 yr 1 mo
State Registrations16 states
ARAZCACOCTDEFLIDILMAMONJNVNYTXWY
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.
Mitshel Lavander - Financial Advisor | TrueAdvisor