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Credentials
Series 63, Series 65
Experience Industry experience
34 years
Location
Parker, AZ
Raymond James & Associates
Institution
Marcellus Massari is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James & Associates since 2008, as well as at Citigroup Global Markets from 1997 to 2008. Massari serves as Treasurer and board member for MVAA, a role he has held since 2018. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by comprehensive research and a range of portfolio management styles.
Based on Raymond James & Associates
Based on Raymond James & Associates
Fixed (flat) dollar fee available for planning services and SIMPLE IRA Employer Advisory & Consulting Services Program quarterly fixed fees.
Commissions earned by financial advisors as registered representatives for brokerage transactions.
Hourly Fees for planning and/or investment consultation services generally charged up to $400 per hour.
Fee-only: Hourly fees generally up to $400 per hour; Fixed (flat) fees available for planning services.
Parker, AZ
Parker AZ
Advisors at this office
1
Arizona · California · Texas
34 years of industry experience
Raymond James & Associates, Inc.
2022 - Present • 4 years
Parker, AZ
Margaritaville West
2008 - 2018 • 10 years
Redondo Beach, CA
Raymond James & Associates, Inc.
2008 - Present • 18 years
Rolling Hills Estates, CA
Citigroup Global Markets
1997 - 2008 • 11 years
CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A felony or certain misdemeanor charges, whatever the outcome, including dismissals and acquittals.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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