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Todd Macejka

Raymond James Financial Services Advisors, INC
28 Years of Experience
Saratoga Springs, NY
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Todd Macejka is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saratoga Springs, NY, with 28 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

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

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

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

Location

480 Broadway, Suite 332, Saratoga Springs, NY, 12866

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History

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.
Employment Separation After Allegations
June 2017
Criminal
January 1993
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Todd owns rental real estate, sells fixed deferred annuities, long term care insurance and non variable life insurance, prepares tax returns, and is an officer of Aurora Wealth Advisory. Selling insurance and tax preparation each take a few hours per week, while the other activities require minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2022 - Present · 4 yrs 1 mo
Raymond James Financial Services, INC.Broker
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Cantella & CO., INC.
October 2017 - October 2022 · 5 yrs
Cantella & CO., INC.Broker
September 2017 - October 2022 · 5 yrs 1 mo
Mercer Allied Company, L.P.Broker
August 2002 - July 2017 · 14 yrs 11 mos
First Albany CorporationBroker
August 2000 - February 2002 · 1 yr 6 mos
Healthcare Community Securities CorporationBroker
August 1998 - April 2000 · 1 yr 8 mos
Nylife Securities INC.Broker
April 1997 - August 1998 · 1 yr 4 mos
State Registrations18 states
CACOCTDCFLILMAMNNCNHNJNYOHORPATNTXWA
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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