Marcus Magyar, financial advisor Bethlehem PA
93 score

Marcus Magyar

CRD Number: 5485666
Current Firm: Captrust

Marcus Magyar (CRD# 5485666) is an Investment Advisor Representative working at Captrust in Bethlehem, PA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Captrust Raleigh, NC Aug 2015 - Current 1
M Holdings Securities, Inc. Portland, OR Mar 2013 - Current 3
Mfp Strategies Bethlehem, PA Mar 2013 - Current 3
Prudential Investment Management Services, LLC Scranton, PA Aug 2012 - Mar 2013 < 1
Prudential Insurance Company Of America Scranton, PA Aug 2012 - Mar 2013 < 1
Scottrade, Inc. Scranton, PA Feb 2008 - Aug 2012 4
Wilkes-university Wilkes-barre, PA Jan 2006 - Dec 2008 2
Mericle Commercial Real Estate Wilkes-barre, PA Sep 2007 - Jan 2008 < 1
American Eagle Outfitters Wilkes-barre, PA Dec 2004 - Sep 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2009
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Marcus N. Magyar
Phone Number: 919-870-6822
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    173,567
    MILLIONS
  • Total Number of Accounts
    3,747
    ACCOUNTS
  • Average Account Value
    $46,321,716
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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