MK
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Michael Kanner

22 Years of Experience
Vero Beach, FL
2 DisclosuresBroker

Michael Kanner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vero Beach, FL, with 22 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

601 21st Street, Suite 300, Vero Beach, FL, 32960

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History

Regulatory History (2)
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.
Employment Separation After Allegations
July 2019
Customer Dispute
July 2013
Settled
Other Business Activities

Michael is involved with several non-profit organizations, serving as a board member or advisory board member for multiple entities, dedicating minimal time to each. He also founded The Kanner Family Foundation and is involved with IRC Properties LLC, a rental real estate venture.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2019 - Present · 6 yrs 10 mos
Raymond James Financial Services, INC.Broker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - July 2019 · 10 yrs 1 mo
Morgan Stanley
June 2009 - July 2019 · 10 yrs 1 mo
Morgan Stanley & CO. Incorporated
April 2009 - June 2009 · 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2009 - June 2009 · 2 mos
Edward Jones
January 2008 - April 2009 · 1 yr 3 mos
Edward JonesBroker
December 2004 - April 2009 · 4 yrs 4 mos
Wachovia Securities, LLCBroker
September 2004 - November 2004 · 2 mos
Edward JonesBroker
March 2003 - September 2004 · 1 yr 6 mos
State Registrations46 states
AKALARAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMEMIMNMOMTNCNDNENHNJNMNVNYOHOKORPARISCTNTXVAVTWAWVWY
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.
Michael Kanner - Financial Advisor | TrueAdvisor