MB
CFA
MB
CFA

Michael Bennicelli

18 Years of Experience
Peachtree City, GA
Broker

Michael Bennicelli is a CFA-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Peachtree City, GA, with 18 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

525 Westpark Dr Ste 100, Peachtree City, GA, 30269

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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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Other Business Activities

Michael is the Chief Operating Officer of Reveille Wealth Management, LLC since 2022. This takes about half of his time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2022 - Present · 4 yrs 6 mos
Raymond James Financial Services, INC.Broker
March 2022 - Present · 4 yrs 6 mos
Previous Registrations
Morgan Stanley
June 2009 - March 2022 · 12 yrs 9 mos
Morgan StanleyBroker
June 2009 - March 2022 · 12 yrs 9 mos
Morgan Stanley & CO. Incorporated
July 2007 - June 2009 · 1 yr 11 mos
Morgan Stanley & CO. IncorporatedBroker
June 2007 - June 2009 · 2 yrs
State Registrations50 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michael Bennicelli - Financial Advisor | TrueAdvisor