Michael Stelogeannis, financial advisor Lady Lake FL
93 score

Michael Stelogeannis

CRD Number: 5318905
Current Firm: Suntrust Investment Services, Inc.

Michael Stelogeannis (CRD# 5318905) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Lady Lake, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Investment Services, Inc. Atlanta, GA Jan 2013 - Current 3
Suntrust Bank Orlando, FL Dec 2012 - Current 4
Wells Fargo Advisors LLC Ocala, FL May 2009 - Current 7
Wachovia Bank, N.a. Jacksonville, FL Feb 2008 - Current 8
Wells Fargo Advisors, LLC Ocala, FL May 2009 - Jan 2013 3
Wachovia Bank, N.a. Jacksonville, FL Feb 2008 - Jan 2013 4
Wachovia Securities, LLC Jacksonville, FL Feb 2008 - May 2009 1
Wachovia Securities, LLC Jacksonville, FL Feb 2008 - May 2009 1
Morgan Stanley & Company Ocala, FL Mar 2007 - Feb 2008 < 1
Morgan Stanley &amp; Company Ocala, FL Mar 2007 - Feb 2008 < 1
Enterprise Leasing Company Jacksonville, FL Jun 2006 - Mar 2007 < 1
Enterprise Leasing Company Jacksonville, FL Jun 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Michael J. Stelogeannis
Phone Number: 404-813-8981
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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