Michael S Taras

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → 03/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 03/2017 → 08/2019
  Capital Analysts Of Jacksonville
  Jacksonville, FL
• 03/2017 → 08/2019
  Lincoln Investment
  Fort Washington, PA
• 08/2019 → 04/2022
  Ubs Financial Services Inc
  Jacksonville, FL
• 04/2022 → Present
  Raymond James & Associates
  Jacksonville, FL

Previous Registrations

• 2019-09-03 → 2022-05-10
  Ubs Financial Services Inc.
  Jacksonville, FL
• 2017-03-30 → 2019-08-29
  Lincoln Investment
  Jacksonville, FL
  Cincinnati, OH
  Fort Washington, PA
• 2017-04-04 → 2019-08-29
  Capital Analysts
  Jacksonville, FL
• 2013-11-20 → 2017-03-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2013-11-20
• S63 Uniform Securities Agent State Law Examination
  2013-09-05

Other Names

• Mike Steven Taras
• Michael Steven Taras