Michael Robert Bisbe

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

• 06/2003 → 02/2021
  Edward Jones
  St Louis, MO
• 02/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Ft. Thomas, KY
• 02/2021 → Present
  Raymond James Financial Services, Inc.
  Ft. Thomas, KY

Previous Registrations

• 2007-01-24 → 2021-03-01
  Edward Jones
  Ft Thomas, KY

Other Businesses

(1)Name of Business: Ascension Partners Address: 8641 Stillwater Isle, Mason, OH, 45040, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/09/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: OSJ 25% owner. Multiple branches will be put under this OSJ and we will assist FA"s. (2)Name of Business: BCI1, LLC Address: 8641 Stillwater Isle, Mason, OH, 45040, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This LLC is 100% owned by me and owns two rental properties. (3)Name of Business: Bisbe Capital Address: 1 Highland Ave Ste F, Fort Thomas, KY, 41075-1624, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 02/26/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner, Financial Advisor (4)Name of Business: EBCI LLC Address: 8641 Stillwater Isle, Mason, OH, 45040, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of LLC that is invested in a birthing center (5)Name of Business: HBCI LLC Address: 8641 Stillwater isle, Mason, OH, 45040, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own 100% of HBCI, no responsibilities (6)Name of Business: MM Key LLC Address: 8641 Stillwater Isle, Mason, OH, 45040, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 07/08/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This LLC owns a beach house that gets rented out

Exams

• S66 Uniform Combined State Law Examination
  2007-01-19
• S63 Uniform Securities Agent State Law Examination
  2003-09-12

Other Names

• Michael R Bisbe
• Michael Robert Bisbe
• Mike Bisbe