MS
MS
Marlies Schubiger
5 Years of Experience
Orlando, FL
4 DisclosuresBroker
Marlies Schubiger is a registered investment advisor at Raymond James & Associates, INC., based in Orlando, FL, with 5 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
301 East Pine Street, Suite 1100, Orlando, FL, 32801
Get directionsHistory
Regulatory History (4)
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Financial
April 2025Pending
Financial
February 2025Pending
Financial
January 2025Pending
Financial
November 2024Final
Employment History
Current Registrations
Raymond James & Associates, INC.
July 2022 - Present · 3 yrs 10 mos
Raymond James & Associates, INC.Broker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Robinhood Financial, LLCBroker
August 2021 - July 2022 · 11 mos
Equitable Advisors, LLC
February 2021 - July 2021 · 5 mos
Equitable Advisors, LLCBroker
August 2020 - July 2021 · 11 mos
State Registrations17 states
AZCACOCTFLGAILINMDMINCNVNYOHPASCTX
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.