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Makarios Markos Palios

Raymond James Financial Services Advisors, Inc

Jupiter, FL

CRD 2321899

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Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-22
  • NY RA
    APPROVED
    Since 2021-06-22

Branch Locations

Jupiter, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates Jupiter FL 08/2008 Present
Raymond James Financial Services, Inc. Jupiter FL 03/2019 Present
Raymond James Financial Servics Advisors, Inc. Jupiter FL 03/2019 Present
  • 08/2008 → Present
    Raymond James & Associates
    Jupiter, FL
  • 03/2019 → Present
    Raymond James Financial Services, Inc.
    Jupiter, FL
  • 03/2019 → Present
    Raymond James Financial Servics Advisors, Inc.
    Jupiter, FL
Previous Registrations
Other Businesses

(1)Name of Business: Ten Ten Associates, LLC. Address: 100 Quentin Roosevelt Blvd, Garden City, NY, 11530, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 02/13/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an LLC set up to pay for common office expenses (rent, payroll, utilities, research, insurance) of a RJFS branch (Branch DDC) . (2) Philotimo Capital Management LLC Address: 100 Quentin Roosevelt Blvd, Garden City, NY, 11530, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 03/11/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: This is the LLC for my RJFS business.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-02-22
  • S63 Uniform Securities Agent State Law Examination
    1993-02-22
Designations
  • Certified Financial Planner
Other Names
  • Mark Palios
  • Makarios Palios

View on SEC IAPD

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