Michael Agee has been an investment adviser representative at Strategic Advisory Services since April 2017, and is not listed among the firm’s executive officers or direct owners. Michael Agee holds a BA in History from Mississippi State University and a JD from the University of Tennessee College of Law.
Strategic Advisory Services, LLC is a Memphis, TN firm with $201M under management, 254 clients and 8 advisers across 3 offices, as of its August 2026 filing.
Mike Agee is Wealth Management Advisor of Strategic Advisory Services. After law school, he practiced law with his father and became Director of Planned Giving at the University of Tennessee Center for the Health Sciences. He began his financial services career at Raymond James in 1999 and joined the firm in November of 2016.
Michael Agee’s longest registration was 12 years at Raymond James & Associates, Inc. (2004–2016). Before joining Strategic Advisory Services in 2017, Michael Agee was registered through LPL Financial LLC and Raymond James & Associates, Inc.
- Strategic Advisory ServicesCurrent– present · 9 yearsMemphis, TN · Adviser representative · Firm CRD 287984
- LPL Financial LLC– · 1 yearMemphis, TN · Adviser representative · Firm CRD 6413
- Raymond James & Associates, Inc.– · 12 yearsMemphis, TN · Adviser representative · Firm CRD 705
- Raymond James & Associates, Inc.– · 2 yearsMemphis, TN · Adviser representative · Firm CRD 705
Investment adviser representative registrations
Michael Agee is registered as an investment adviser representative in Tennessee, since April 2017.
- TennesseeSince 27 April 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 27 May 2003 |
| Series 66 | Uniform Combined State Law Examination | 25 March 1999 |
| Series 7 | General Securities Representative Examination | 12 March 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Lawrence Agee
- CRD
- 3177764
- Firm
- Strategic Advisory Services · CRD 287984
- Office
- 6465 QUAIL HOLLOW ROAD, SUITE 301, Memphis, TN 38120
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- saswealthadvisors.com
Where does Michael Agee work?
Michael Agee is an investment adviser representative registered through Strategic Advisory Services, LLC since April 2017, and is not listed among the firm’s executive officers or direct owners.
Is Michael Agee a financial advisor?
Yes. Michael Agee has a current investment-adviser registration in Tennessee, through Strategic Advisory Services since April 2017.
How many years of experience does Michael Agee have?
Michael Agee has 27 years in the financial industry, since March 1999, across 3 adviser firms.
What exams has Michael Agee passed?
Michael Agee has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in March 1999. FINRA credited Michael Agee with the SIE, which began in October 2018.
Where did Michael Agee work before Strategic Advisory Services?
Before Strategic Advisory Services, Michael Agee was registered through Raymond James & Associates, Inc., March 2004 to November 2016; Raymond James & Associates, Inc., August 2000 to October 2002.
Where is Michael Agee based?
Michael Agee’s registered office is in Memphis, TN.
Is Michael Agee registered with FINRA?
Yes. Michael Agee has a current broker registration, under CRD 3177764.
Source: FINRA BrokerCheck
How can I verify Michael Agee’s record?
Search CRD 3177764 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael Agee’s full registration record.