MP
CFP
MP
CFP

Makarios Palios

33 Years of Experience
Garden City, NY
Broker

Makarios Palios is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Garden City, NY, 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 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

100 Quentin Roosevelt Blvd., Suite 209, Garden City, NY, 11530

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2021 - Present · 4 yrs 11 mos
Raymond James Financial Services, INC.Broker
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Raymond James & Associates, INC.
January 2019 - March 2019 · 2 mos
Raymond James & Associates, INC.Broker
August 2008 - March 2019 · 10 yrs 7 mos
Wachovia Securities, LLCBroker
January 2008 - September 2008 · 8 mos
A. G. Edwards & Sons, INC.Broker
January 1994 - January 2008 · 14 yrs
First Montauk Securities CORP.Broker
November 1993 - January 1994 · 2 mos
Robert Thomas Securities, INCBroker
July 1993 - November 1993 · 4 mos
Robert Todd Financial CORP.Broker
February 1993 - October 1993 · 8 mos
State Registrations36 states
ALARAZCACOCTDCDEFLGAHIIDILINMAMDMIMTNCNHNJNVNYOHORPARISCSDTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.