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Michael Feeley

Raymond James

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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Michael Feeley

Raymond James

Michael Feeley, a financial fiduciary has been a Paladin Registry member since 2018. Michael holds the Accredited Asset Management Specialist certifications and has over 5 years of experience. Michael provides financial services to clients in the Washington, District of Columbia area.

I. Snapshot

A. Registry Member
  • Since 2018
B. Years of Experience
  • 5
C. College Degrees
  • University of Alabama - Bachelors
D. Certifications
  • AAMS®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    I work with my clients to coordinate their assets in a way that helps them achieve their financial goals. Wheather your goal is saving for college or understanding how to use your assets for retirement income, I work with you to develop a plan based on your family's needs.

G. Asset Requirement
  • $100,000

II. Contact Information

A. Key Contact
  • Michael Feeley
B. Main Location
  • 1717 Pennsylvania Ave NW
    Suite 1050
    Washington, District of Columbia, 20006
C. Telephone
  • 202.365.8258

III. Internet

A. Social Connections

IV. Firm(s)

A. Name of Firm
  • Raymond James
B. Relationship to Firm
  • Employee
C. Name of RIA
  • Raymond James
D. Name of Broker/Dealer
  • Raymond James
E. Name(s) of Custodian(s)
  • Raymond James

V. Credentials

A. Years of Financial Experience
  • 5 Years
B. College, Degrees, Years
  • University of Alabama - Bachelors
D. Association Memberships
  • None

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • IAR
B. Type of RIA Registration
  • SEC
C. Industry Licenses
  • Securities License(s)
  • Insurance License(s)
D. Registration & License Numbers
  • CRD: 6382758
  • IARD: 705
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: See List
    • District of Columbia
    • Maryland
  • Investment Products for Commission: See List
    • District of Columbia
    • Maryland
    • Virginia
  • Insurance Products for Commission: See List
    • District of Columbia
    • Maryland
    • Virginia
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    I work with my clients to coordinate their assets in a way that helps them achieve their financial goals. Wheather your goal is saving for college or understanding how to use your assets for retirement income, I work with you to develop a plan based on your family's needs.

B. Minimum Asset Requirement
  • $100,000
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Quarterly)
  • Market Environment (Quarterly)
  • Newsletters (Quarterly)
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business (Taxable)
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Insurance Products
  • Investment Products (Commission)
C. Discretionary Asset Management
  • No
D. Limited Engagement Services
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • Michael Feeley
Most Recent Update:
  • Mar 6, 2019

BASIC INFORMATION NEEDED FOR THE INQUIRY

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