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Michael Sadjadi

9 Years of Experience
Gilbert, AZ
Broker

Michael Sadjadi is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Gilbert, AZ, with 9 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

1525 N. Gilbert Road, Suite 110, Gilbert, AZ, 85234

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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 works as an associate/employee for Desert Financial Wealth Management and Stapley Credit Union, starting in February 2023. Each position takes about half of his time and the credit union role is investment related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2023 - Present · 3 yrs 5 mos
Raymond James Financial Services, INC.Broker
February 2023 - Present · 3 yrs 5 mos
Previous Registrations
Wealth Enhancement Advisory Services, LLC
October 2018 - December 2022 · 4 yrs 2 mos
Wealth Enhancement Brokerage Services, LLCBroker
October 2018 - December 2022 · 4 yrs 2 mos
LPL Financial LLCBroker
October 2018 - January 2023 · 4 yrs 3 mos
LPL Financial LLC
October 2018 - October 2018 · 0 mos
Allianz Life Financial Services, LLCBroker
January 2018 - August 2018 · 7 mos
Ameriprise Financial Services, INC.
November 2016 - January 2018 · 1 yr 2 mos
Ameriprise Financial Services, INC.Broker
March 2016 - January 2018 · 1 yr 10 mos
State Registrations12 states
AZCACOIAKSMEMNNENMTXVAWA
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.
Michael Sadjadi - Financial Advisor | TrueAdvisor