Michael Julius Robertson

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

• 07/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Nokomis, FL
• 07/2025 → Present
  Four Pillars Financial Planning Group
  Nokomis, FL
• 07/2024 → 07/2025
  Liberty University
  Lynchburg, VA
• 07/2021 → 07/2024
  University Of Florida
  Gainesville, FL
• 08/2017 → 07/2021
  Venice High School
  Venice, FL
• 08/2014 → 08/2017
  Venice Middle School
  Venice, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-05

Other Names

• Michael Robertson