MP
MP
Marc Preyer
11 Years of Experience
Raleigh, NC
2 DisclosuresBroker
Marc Preyer is a registered investment advisor at Raymond James & Associates, INC., based in Raleigh, NC, with 11 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
3515 Glenwood Avenue, Suite 200, Raleigh, NC, 27612
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.
Financial
December 2025Final
Financial
November 2025Final
Other Business Activities
Marc is a board member/officer/director for Greensboro Day School since 2019, attending meetings and helping with fundraising. This activity requires minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
June 2015 - Present · 11 yrs 1 mo
Raymond James & Associates, INC.Broker
June 2015 - Present · 11 yrs 1 mo
Previous Registrations
Park Avenue Securities LLC
September 2014 - June 2015 · 9 mos
Park Avenue Securities LLCBroker
June 2014 - June 2015 · 1 yr
State Registrations20 states
ALCACOFLGAKSKYMAMDMOMSNCNHNJNYPASCTNVAWI
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.