Marcus Meulen
Marcus Meulen is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 9 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
St. Petersburg, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marcus serves as a co-trustee for the Three Windmill Trust, an estate planning entity with a $20 million investment value. He receives no compensation for this role.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.P. Morgan Securities LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations20 states
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