Michael J Bennicelli

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

• 01/2013 → 01/2018
  Morgan Stanley
  New York, NY
• 01/2018 → 03/2022
  Morgan Stanley
  New York, NY
• 03/2022 → Present
  Raymond James Financial Services, Inc.
  Peachtree City, GA
• 03/2022 → Present
  Raymond James Financial Services Advisors, Inc (149018)
  Peachtree, GA
• 03/2022 → Present
  Reveille Wealth Management, Llc
  Peachtree City, GA

Previous Registrations

• 2009-06-01 → 2022-03-30
  Morgan Stanley
  Atlanta, GA
  New York, NY
• 2007-07-24 → 2009-06-01
  Morgan Stanley & Co. Llc
  Atlanta, GA

Other Businesses

(1)Name of Business: Reveille Wealth Management, LLC Address: 525 Westpark Dr Ste 100, Peachtree City, GA, 30269-1575, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/15/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Chief Operating Officer

Exams

• S66 Uniform Combined State Law Examination
  2007-07-12

Designations

• Chartered Financial Analyst

Other Names

• Michael J Bennicelli