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Marc Orloff

Raymond James & Associates, INC.
31 Years of Experience
Boston, MA
1 DisclosureBroker
View SEC Summary
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Marc Orloff is a registered investment advisor at Raymond James & Associates, INC., based in Boston, MA, with 31 years of industry experience. Marc is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

One International Place, Suite 2810, Boston, MA, 02110

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 1998
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Marc owns Boston Speedster LLC, through which he rents out a car on Turo.com and markets rentals via renttheclassics.com. This takes a few hours per week.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2019 - Present · 7 yrs 6 mos
Raymond James & Associates, INC.
May 2018 - Present · 8 yrs 5 mos
Raymond James & Associates, INC.Broker
May 2018 - Present · 8 yrs 5 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
February 2011 - May 2018 · 7 yrs 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - February 2011 · 1 yr 8 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
August 2000 - April 2007 · 6 yrs 8 mos
Painewebber IncorporatedBroker
June 1997 - September 2000 · 3 yrs 3 mos
Olde Discount CorporationBroker
November 1994 - July 1997 · 2 yrs 8 mos
State Registrations40 states
AKALARAZCACOCTDCDEFLGAHIILLAMAMDMEMIMNMSMTNCNHNJNMNVNYOKORPAPRRISCTNTXUTVAWAWIWV
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.
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