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Michael Minvielle

11 Years of Experience
New Orleans, LA
Broker

Michael Minvielle is a registered investment advisor at Raymond James & Associates, INC., based in New Orleans, LA, with 11 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

909 Poydras Street; Suite 1300, First Bank & Trust Tower, New Orleans, LA, 70112

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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 a partner and owner of Minvielle, LLC, a rental real estate business, since 2016, dedicating minimal time. He also owns Noroc, LLC, another rental real estate business since 2021, spending a few hours per week.

Employment History
Current Registrations
Raymond James & Associates, INC.
May 2019 - Present · 7 yrs 2 mos
Raymond James & Associates, INC.Broker
May 2019 - Present · 7 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2014 - May 2019 · 4 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2014 - May 2019 · 4 yrs 6 mos
State Registrations15 states
ALCACOFLGALAMOMSNCNYOHPATNTXVA
AdvisorBrokerBoth

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