MR
MR
Marc Rudofker
31 Years of Experience
West Conshohocken, PA
2 DisclosuresBroker
Marc Rudofker is a registered investment advisor at Raymond James & Associates, INC., based in West Conshohocken, PA, 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
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Location
300 Conshohocken State Road, Suite 400, West Conshohocken, PA, 19428
Get directionsHistory
Regulatory History (2)
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
July 2025Denied
Customer Dispute
April 2008Denied
Other Business Activities
Marc is a board member of the Wellness Community of Philadelphia, helping manage the organization's finances. This activity requires minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
March 2002 - Present · 24 yrs 2 mos
Raymond James & Associates, INC.Broker
January 1998 - Present · 28 yrs 4 mos
Previous Registrations
Wheat, First Securities, INC.Broker
December 1994 - February 1998 · 3 yrs 2 mos
State Registrations41 states
ALARAZCACOCTDCDEFLGAHIIDILINKYLAMAMDMEMIMOMTNCNHNJNYOHOKORPAPRRISCTNTXUTVAVTWAWIWV
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.