# Michele L Herzberg

Michele L Herzberg is an investment adviser representative (IAR) with state registration records since 2006, appearing at 7 firms. Currently registered with RAYMOND JAMES & ASSOCIATES, INC..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [RAYMOND JAMES & ASSOCIATES, INC.](https://search.stillhousedata.com/firm/705) | 2023-03-27 | present | Yes |
| [BWM ADVISORY LLC](https://search.stillhousedata.com/firm/173131) | 2020-08-24 | 2022-11-28 | — |
| [USAA INVESTMENT SERVICES COMPANY](https://search.stillhousedata.com/firm/5475) | 2018-08-21 | 2019-07-17 | — |
| [LUCIA CAPITAL GROUP](https://search.stillhousedata.com/firm/152396) | 2016-12-01 | 2018-03-19 | — |
| [UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER](https://search.stillhousedata.com/firm/20804) | 2016-02-02 | 2016-06-01 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2013-11-19 | 2015-08-18 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2006-09-19 | 2013-01-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2210431)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2210431.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.