Michael Joseph Cunningham
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
Are you Michael Joseph Cunningham? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Raymond James Financial Services Advisors, Inc.Sep 2026 to now
- Addison Avenue Investment ServicesSep 2026 to now
- Raymond James Financial Services, Inc.Sep 2026 to now
- First Technology Federal Credit UnionOct 2023 to now
- LPL Financial LLCOct 2023 to Sep 2026
- Fidelity InvestmentsJun 2021 to Sep 2023
- Lowe'sOct 2020 to May 2021
- Expeditors InternationalMay 2018 to Sep 2018
- University of Massachusetts LowellSep 2017 to May 2021
- SearsFeb 2015 to Sep 2020
- Saugus High SchoolSep 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7408296
- Firm CRD
- 149018