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Michael Lonier

The Financial Preserve At Lonier Financial Advisory LLC

Osprey, FL

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Current Employers
The Financial Preserve At Lonier Financial Advisory Llc

Osprey, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-07
  • FL RA
    APPROVED
    Since 2025-10-07

Branch Locations

Osprey, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lonier Financial Advisory Llc Osprey FL 09/2015 Present
  • 09/2015 → Present
    Lonier Financial Advisory Llc
    Osprey, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-11-02
  • S65 Uniform Investment Adviser Law Examination
    2011-11-02

View on SEC IAPD

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