MW
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Michael Weiss

19 Years of Experience
Rockledge, FL
Broker

Michael Weiss is a registered investment advisor at Raymond James & Associates, INC., based in Rockledge, FL, with 19 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

5464 Village Drive, Rockledge, FL, 32955

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 5 mos
Previous Registrations
Morgan Keegan & Company, INC.
April 2011 - February 2013 · 1 yr 10 mos
Morgan Keegan & Company, INC.Broker
April 2011 - February 2013 · 1 yr 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - April 2011 · 1 yr 10 mos
Morgan Stanley Smith Barney LLC
June 2009 - April 2011 · 1 yr 10 mos
Citigroup Global Markets INC.
March 2007 - June 2009 · 2 yrs 3 mos
Citigroup Global Markets INC.Broker
March 2007 - June 2009 · 2 yrs 3 mos
State Registrations23 states
AKCACOCTDCFLGAINMDMIMNNCNENHNJNYOHPASCTXUTVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.