Michael Ullrich
Michael Ullrich is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Old Brookville, NY, 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
333 Glen Head Rd, Suite 200, Old Brookville, NY, 11545
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael is an associate/employee at North Shore Wealth Partners, which is a branding name used by financial advisors in a Raymond James Financial Services branch. He spends about a quarter to half of his time on this activity, primarily during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
David Lerner Associates, INC.Broker
State Registrations8 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.