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Martin Majchrzak

24 Years of Experience
Muskegon, MI
Broker

Martin Majchrzak is a registered investment advisor at Raymond James & Associates, INC., based in Muskegon, MI, with 24 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

700 Terrace Point Dr, Ste 400, Muskegon, MI, 49440

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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 & Associates, INC.Broker
April 2019 - Present · 7 yrs 1 mo
Raymond James & Associates, INC.
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2013 - April 2019 · 6 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
March 2013 - April 2019 · 6 yrs 1 mo
Morgan StanleyBroker
June 2009 - April 2013 · 3 yrs 10 mos
Morgan Stanley
June 2009 - April 2013 · 3 yrs 10 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
August 2006 - April 2007 · 8 mos
Morgan Stanley Dw INC.Broker
April 2006 - April 2007 · 1 yr
Old Kent Financial AdvisorsBroker
May 1997 - October 1998 · 1 yr 5 mos
Waddell & Reed, INC.Broker
March 1994 - May 1997 · 3 yrs 2 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.