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Marcellus Massari
33 Years of Experience
Rolling Hills Estates, CA
2 DisclosuresBroker
Marcellus Massari is a registered investment advisor at Raymond James & Associates, INC., based in Rolling Hills Estates, CA, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
608 Silver Spur Road, Suite 380, Rolling Hills Estates, CA, 90274
Get directionsHistory
Regulatory History (2)
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Customer Dispute
August 2000Denied
Criminal
February 1986Final Disposition
Other Business Activities
Marcellus is the treasurer and director of the MVAA Board. He dedicates minimal time to this role.
Employment History
Current Registrations
Raymond James & Associates, INC.
April 2008 - Present · 18 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2008 - Present · 18 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
July 1997 - May 2008 · 10 yrs 10 mos
Citigroup Global Markets INC.Broker
July 1993 - May 2008 · 14 yrs 10 mos
Lehman Brothers INC.Broker
October 1992 - July 1993 · 9 mos
State Registrations16 states
AZCACOFLHIILMDNCNVOHOKORSCTXUTVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.