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Michael Marchena

14 Years of Experience
Wellington, FL
Broker

Michael Marchena is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wellington, FL, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

12400 South Shore Blvd., Wellington, FL, 33414

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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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Other Business Activities

Michael works as an associate/employee for Boynton Financial Group, Inc., performing various office duties. He dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2024 - Present · 1 yr 11 mos
Raymond James Financial Services, INC.Broker
October 2024 - Present · 1 yr 11 mos
Previous Registrations
Hightower Advisors, LLC
June 2023 - October 2024 · 1 yr 4 mos
Hightower Securities, LLCBroker
June 2023 - October 2024 · 1 yr 4 mos
UBS Financial Services INC.
August 2016 - June 2023 · 6 yrs 10 mos
UBS Financial Services INC.Broker
August 2016 - June 2023 · 6 yrs 10 mos
Morgan Stanley
March 2015 - April 2016 · 1 yr 1 mo
Morgan StanleyBroker
October 2014 - April 2016 · 1 yr 6 mos
TD Ameritrade, INC.Broker
April 2013 - June 2014 · 1 yr 2 mos
Sidoti & Company, LLCBroker
July 2012 - November 2012 · 4 mos
Bgc Financial, L.P.Broker
January 2011 - July 2012 · 1 yr 6 mos
State Registrations15 states
CACOCTFLGAINNCNJNMNYOHORPATXVA
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.