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Michelle Evanich

21 Years of Experience
St. Petersburg, FL
Broker

Michelle Evanich is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 21 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
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
April 2015 - Present · 11 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2015 - Present · 11 yrs 1 mo
Previous Registrations
T. Rowe Price Advisory Services, INC.
April 2005 - April 2015 · 10 yrs
T. Rowe Price Investment Services, INC.Broker
April 2005 - April 2015 · 10 yrs
Morgan Stanley Dw INC.Broker
July 2004 - December 2004 · 5 mos
State Registrations1 state
FL
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.
Michelle Evanich - Financial Advisor | TrueAdvisor