Michael Edward Mcnamee

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

• 08/2010 → 11/2016
  Wells Fargo Advisors Llc
  Paramus, NJ
• 11/2016 → 09/2021
  Wells Fargo Clearing Services, Llc
  Paramus, NJ
• 09/2021 → Present
  Raymond James & Associates, Inc.
  Paramus, NJ

Previous Registrations

• 2010-08-27 → 2021-10-14
  Wells Fargo Clearing Services, Llc
  Paramus, NJ
• 2009-06-01 → 2010-09-14
  Morgan Stanley
  Pearl River, NY
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Pearl River, NY
  Pearl River, NY
• 2006-01-03 → 2007-04-02
  Morgan Stanley Dw Inc.
  Pearl River, NY
  Pearl River, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-05-05
• S63 Uniform Securities Agent State Law Examination
  1984-01-25