MO
MO
Marc Orloff
31 Years of Experience
Boston, MA
1 DisclosureBroker
Marc Orloff is a registered investment advisor at Raymond James & Associates, INC., based in Boston, MA, with 31 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
Loading...
Location
One International Place, Suite 2810, Boston, MA, 02110
Get directionsHistory
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 1998Denied
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 1 mo
Raymond James & Associates, INC.Broker
May 2018 - Present · 8 yrs
Raymond James & Associates, INC.
May 2018 - Present · 8 yrs
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 Registrations39 states
AKALARAZCACOCTDCDEFLGAHIILLAMAMDMEMIMNMSMTNCNHNJNMNVNYOKORPAPRRISCTNTXVAWAWIWV
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.