Best Investors Account Sign in

Michael David Gold

Raymond James & Associates, Inc.

Coral Gables, FL

CRD 5043339

Claim This Profile
Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-04-23
FL RA APPROVED 2013-02-13
  • TX RA
    APPROVED_RES
    Since 2013-04-23
  • FL RA
    APPROVED
    Since 2013-02-13

Branch Locations

2811 Ponce De Leon Blvd. Suite 800, Coral Gables, FL 33134 • 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
Raymond James & Associates, Inc. Coral Gables FL 02/2013 Present
Previous Registrations
  • 2006-01-19 → 2013-02-13
    Morgan Keegan & Company, Llc
    Coral Gables, FL
Other Businesses

(1)Name of Business: Corewood, LLC. Address: 5700 SW 85th Street, South Miami, FL, 33143, United States Activity Type: Private Investment/Private Securities Transaction(PST) Position/Title: Investment Related: Yes Start Date: 08/22/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: LEGAL SERVICES OF GREATER MIAMI FOUNDATION, INC. Address: 4343 West Flagler, Suite #100, Miami, FL, 33134, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: Yes Start Date: 05/25/2015 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 am a member of the investment committee. We report to the full board on matters related to the endowment. (3)Name of Business: Sonder Slope Investment Trust Address: 5700 SW 85Th Street, South Miami, FL, 33143, United States Activity Type: Private Investment/Private Securities Transaction(PST) Position/Title: Investment Related: Yes Start Date: 05/17/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-01-17
  • S66 Uniform Combined State Law Examination
    2006-01-17

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Coral Gables, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor