Michelle Lee Hoosier

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → Present
  Raymond James Financial Services, Inc.
  Spartanburg, SC
• 05/2014 → Present
  Raymond James Financial Services Advisors Inc.
  Spartanburg, SC

Previous Registrations

• 2009-06-01 → 2014-05-08
  Morgan Stanley
  Spartanburg, SC
• 2008-11-07 → 2009-06-01
  Morgan Stanley & Co. Llc
  Spartanburg, SC
• 2007-12-11 → 2008-11-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Spartanburg, SC
• 2001-02-06 → 2007-09-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  North Bethesda, MD
  Rockville, MD

Other Businesses

(1)Name of Business: Jeter Hrubala Wealth Strategies LLC Address: 101 W Saint John St Ste 207, Spartanburg, SC, 29306, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/17/2014 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: employee of support company

Exams

• S66 Uniform Combined State Law Examination
  2001-01-29

Other Names

• Michelle L Stanton
• Michelle Lee Stanton
• Michelle Lee Stanton
• Michelle Lee Hoosier
• Michelle L Hoosier