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Michael Bennicelli

Raymond James Financial Services Advisors, INC
19 Years of Experience
Peachtree City, GA
Broker
View SEC Summary
View SEC Summary

Michael Bennicelli is a CFA-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Peachtree City, GA, with 19 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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 7 mos
Raymond James Financial Services, INC.Broker
March 2022 - Present · 4 yrs 7 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
AKALARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
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