MA
MA

Michael Antoni

7 Years of Experience
Devon, PA
Broker

Michael Antoni is a registered investment advisor at Raymond James & Associates, INC., based in Devon, PA, with 7 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

92 Lancaster Avenue, Suite 205, Devon, PA, 19333

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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 an assistant hockey coach at Drexel University, dedicating about 10-20% of his time. He also serves as a trustee/successor trustee for a charitable trust and another trust, spending minimal time on each.

Employment History
Current Registrations
Raymond James & Associates, INC.
November 2018 - Present · 7 yrs 6 mos
Raymond James & Associates, INC.Broker
October 2018 - Present · 7 yrs 7 mos
State Registrations2 states
CAPA
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 Antoni - Financial Advisor | TrueAdvisor