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MP

Marc A. Presley

ALCYON WEALTH PARTNERS | Branch Manager
YOUNGSTOWN, OH 44515-1847
Some features on this profile are disabled
CRD#: 2925516
MP

Professional summary

Marc Andrew Presley is a registered financial advisor currently at ALCYON WEALTH PARTNERS located in Youngstown, Ohio.

Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Marc has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Andrew Presley's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 20, 2025 - Present

ALCYON WEALTH PARTNERS

Office #1: 5121 Mahoning Avenue Suite 101, Youngstown, OH 44515-1847
RIA
CRD#: 334909
YOUNGSTOWN, OH
Past

January 2, 2009 - May 21, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
YOUNGSTOWN, OH
Past

July 14, 2008 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
YOUNGSTOWN, OH
Past

July 11, 2008 - May 21, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
YOUNGSTOWN, OH
Past

April 30, 2007 - July 23, 2008

BUTLER, WICK & CO., INC.

RIA
CRD#: 120
BOARDMAN, OH
Past

August 1, 1997 - July 23, 2008

BUTLER, WICK & CO., INC.

BD
CRD#: 120
BOARDMAN, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ALCYON WEALTH PARTNERS
ALCYON WEALTH ADVISORS, LLC | ALCYON WEALTH PARTNERS

CRD#: 334909 / SEC#: 801-132263

RIA
Registered Investment Advisory firm - (3/27/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(5/20/2025)
IAR
Texas
(11/6/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/8/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/2/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/31/1997
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 12/22/2008
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 12/19/2008
General Securities Sales Supervisor - Options Module Examination

Current Firm

AW
ALCYON WEALTH PARTNERS
ALCYON WEALTH ADVISORS, LLC | ALCYON WEALTH PARTNERS

CRD#: 334909 / SEC#: 801-132263

RIA
Registered Investment Advisory firm - (3/27/2025 Approved)
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Contact information

Main Address
5121 Mahoning Avenue Suite 101, Youngstown, OH 44515-1847
Mailing Address
Phone number
(330) 797-4088
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ALCYON DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2/19/2026)

Regulatory assets under management

Total Number of Accounts1,096
AUM (Assets Under Management)$ 356,492,833

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ALCYON WEALTH PARTNERS

Branch ManagerCRD#: 334909Youngstown, OH 44515-1847

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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