MS
MS

Michael Schaefer

4 Years of Experience
5 DisclosuresBroker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
22 advisors
Number of Clients
3 clients
Average Client Portfolio
$5.5B average
Assets Under Management
$16.4B

Fee Structure

Financial Planning:Investment management only
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Location

780 Carillon Parkway, St Petersburg, FL, 33716

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History

Regulatory History (5)
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Financial
January 2024
Pending
Financial
November 2023
Pending
Financial
September 2023
Final
Financial
May 2023
Final
Criminal
December 2006
Final Disposition
Employment History
Current Registrations
Raymond James Investment Management
September 2022 - Present · 3 yrs 5 mos
Carillon Fund Distributors, INC.Broker
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Prudential Financial Planning Services
January 2022 - April 2022 · 3 mos
Pruco Securities, LLC.Broker
August 2021 - April 2022 · 8 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.