Michael Petrosian, financial advisor Kamuela HI
93 score

Michael Petrosian

CRD Number: 2965250
Current Firm: Raymond James Financial Services Advisors, Inc.

Michael Petrosian (CRD# 2965250) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kamuela, HI and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Kamuela, HI Oct 2016 - Current 1
Raymond James Financial Services, Inc. Kailua-kona, HI Oct 2016 - Current 1
National Planning Corporation Kailua Kona, HI Mar 2012 - Oct 2016 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Kailua Kona, HI Jun 2005 - Mar 2012 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2005
Contact Info for Michael A. Petrosian
Phone Number: 727-567-3020
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    81,239
    MILLIONS
  • Total Number of Accounts
    280,698
    ACCOUNTS
  • Average Account Value
    $289,416
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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

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