Garry Lee Michaelis

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

• 10/1987 → Present
  Raymond James Financial Services, Inc.
  Scottsdale, AZ
• 09/2008 → 11/2016
  World Ventures Travel
  Phoenix, AZ
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Scottsdale, AZ

Other Businesses

(1)Name of Business: G. Michaelis, Inc. Address: 17015 N Scottsdale Road, Suite 215 , Scottsdale, AZ, 85050, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer, Other, Officer - President, Officer - Secretary Investment Related: No Start Date: 04/29/1996 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Company Owner, President, Secretary, Treasurer, sole stock holder. All duties of Officer and Owner. (2)Name of Business: Michaelis Tr Address: 17015 N Scottsdale Road, Suite 215, Scottsdale, AZ, 85255, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 02/09/1992 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: trustee for brothers irrev life ins trust (3)Name of Business: NA Address: 17015 N Scottsdale Road, Suite 215, Scottsdale, AZ, Arizona, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/30/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: sales, meet, discuss and inofrm client of product - Flexible Premium Adj Life (4)Name of Business: NA Address: 27015 N Scottsdale Road, Suite 215, PScottsdale, AZ, 85255, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/31/1989 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION (5)Name of Business: Sonoran Star 902 LLC Address: 8222 E LaJunta Road, Scottsdale, AZ, 85255, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner operator Condominium that will be rented with assistant of a Property Management Company. (6)Name of Business: Sonoran Sun Resort Address: 8222 E La Junta Road, Scottsdale, AZ, 85255, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/29/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: There is a Property Manager that handles Rental contacts, repairs and accounting and reports to me. They contact me for anything needed and send statements and profits if there \nare any. I can sell the property if I choose or stay in it if I choose.

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-06-14

Other Names

• Gary Lee Michaelis