Marcus N. Magyar, Cfp®
AeroLeads people directory · profile

Marcus N. Magyar, Cfp® Email & Phone Number

Principal I Financial Advisor at CAPTRUST at CAPTRUST
Location: Allentown, Pennsylvania, United States 9 work roles 2 schools
1 work email found @captrustadvisors.com 3 phones found area 919 and 610 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email m****@captrustadvisors.com
Direct phone (919) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
CAPTRUST
Role
Principal I Financial Advisor at CAPTRUST
Location
Allentown, Pennsylvania, United States

Who is Marcus N. Magyar, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Marcus N. Magyar, Cfp® is listed as Principal I Financial Advisor at CAPTRUST at CAPTRUST, based in Allentown, Pennsylvania, United States. AeroLeads shows a work email signal at captrustadvisors.com, phone signal with area code 919, 610, and a matched LinkedIn profile for Marcus N. Magyar, Cfp®.

Marcus N. Magyar, Cfp® previously worked as Principal at Captrust and Vice President I Financial Advisor at Captrust. Marcus N. Magyar, Cfp® holds Investment Management Theory & Practice from Yale School Of Management.

Company email context

Email format at CAPTRUST

This section adds company-level context without repeating Marcus N. Magyar, Cfp®'s masked contact details.

*@captrustadvisors.com
71% confidence

AeroLeads found 1 current-domain work email signal for Marcus N. Magyar, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Marcus N. Magyar, Cfp®

Marcus is a Principal investment advisor and wealth manager at CAPTRUST, an employee-owned, independent investment research and fee-based advisory firm. He specializes in providing services to senior corporate executives, high net-worth individuals, and successful entrepreneurs nationwide. Marcus leads the CAPTRUST Executive Financial Planning practice, devoted to helping C-Suite executives grow and preserve their wealth. Foundational to this mission is helping executives make sense of their financial life through sound financial and investment planning strategies, allowing them to focus on their business initiatives and family. His concentration revolves around the areas of retirement income planning, investment planning, and employer benefit optimization. With executive clients, this includes multi-year cash flow and net worth analysis, concentrated stock option planning, education planning, risk management, and personal debt management.Marcus is a member of the CAPTRUST Allentown team, located in Pennsylvania’s Lehigh Valley. Together, the team serves both qualified and non-qualified retirement plan committees, sponsors, and participants at public and private corporations and higher education institutions. Marcus holds the designation of CFP®.The CAPTRUST Allentown team has been recognized on a number of industry lists, including the Financial Times Top 401 Advisors and the National Association of Plan Advisors (NAPA) Top DC Advisor Teams lists. The team has also earned the distinguished honor of being ranked on the Barron’s list of Top 50 Institutional Consultants.Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through CapFinancial Partners, LLC. Strategic Advisor Group is a division of CAPTRUST, is independently operated, and is a Member Firm of M Financial Group. Third Party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Listed skills include Wealth Management, Asset Allocation, Retirement Planning, Investments, and 21 others.

Current workplace

Marcus N. Magyar, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

CAPTRUST
Captrust
Principal I Financial Advisor at CAPTRUST
Raleigh, NC
Website
captrustadvisors.com
AeroLeads page
Company profile
View company profile Email format
9 roles

Marcus N. Magyar, Cfp® work experience

A career timeline built from the work history available for this profile.

Principal

Current
Captrust

Raleigh, NC, US

Feb 2024 - Present

Vice President I Financial Advisor

Captrust

Raleigh, NC, US

Jun 2020 - Jan 2024

Financial Advisor I Executive Strategies

Captrust

Raleigh, NC, US

Aug 2015 - Jun 2020

Senior Director

Mfp Strategies

Bethlehem, Pennsylvania, US

Jan 2014 - Aug 2015

Director

Mfp Strategies

Bethlehem, Pennsylvania, US

Mar 2013 - Jan 2014

Relationship Manager

Prudential Financial

Newark, New Jersey, US

Relationship Manager (Non-Key Account) in the Defined Contribution marketplace, specializing in 457 and investment only contracts.

Aug 2012 - Mar 2013

Stockbroker

Scottrade, Inc.

Saint Louis, MO, US

  • Service over $190 million in assets comprising various accounts types including, trust, corporate and estate
  • Conduct comprehensive review of clients needs and expectations to propose customized product suggestions and portfolio allocation.
  • Extensive day-to-day experience in a high level client facing environment, while managing ongoing relationships
  • Prepared and conducted over 20 branch semianrs to clientele on various investment and banking topics
  • Sucessfully explain and demonstrate complex financial products and investment tools to clientsExecute transactions involving various products, including, stocks, bonds, mutual funds, ETFs and options
  • Maintain branch compliance files and regulatory changes within the office
Jan 2009 - Aug 2012

Intern

Scottrade, Inc.

Saint Louis, MO, US

  • Provided proactive customer service to over 7,000 Scottrade accounts
  • Worked directly with experienced senior stockbrokers in a team atmosphere to service accounts
  • Completed daily branch operational and administrative duties
  • Processed all wire transfers, checks, IRA distribution requests and stock certificates
  • Opened various accounts including: brokerage, investment club, trust, corporate, custodial and retirement
  • Developed professional relationships with clients
Jan 2008 - Dec 2008

Intern

Mericle Commercial Real Estate Services

Wilkes-Barre, PA, US

  • Analyzed cash flows to develop capitalization rates and stabilize operating income
  • Prepared initial pitch material for seven major investment properties
  • Conducted analysis of property inventories, cash flows and generated comparable sales forecasts reports
  • Researched and identified investment opportunities through regular market research and external communications
  • Organized county, borough maps and ordinances into an electronic filing system
  • Researched new investment strategies and analysis tools to be implemented in Mericle’s brokerage division
Sep 2007 - Jan 2008
Team & coworkers

Colleagues at CAPTRUST

Other employees you can reach at captrustadvisors.com. View company contacts →

DD Dale Delserone Dale Delserone Colleague at Captrust Raleigh, North Carolina, United States, United States View → AB Ashley Brady Ashley Brady Colleague at Captrust Raleigh, North Carolina, United States, United States View → LU Liz Ulrichson, Cfp®, Cpfa™, Qka® Liz Ulrichson, Cfp®, Cpfa™, Qka® Colleague at Captrust Des Moines Metropolitan Area, United States, United States View → PS Paul Schreder, Cfa, Caia Paul Schreder, Cfa, Caia Colleague at Captrust Denver Metropolitan Area, United States View → BN Ben Neal Ben Neal Colleague at Captrust Lawrence, Kansas, United States, United States View → ON Oliver Norman, Cfp® Chfc® Clu® Cdfa® Oliver Norman, Cfp® Chfc® Clu® Cdfa® Colleague at Captrust Norman, Oklahoma, United States, United States View → RR Rob Richardson Rob Richardson Colleague at Captrust Wichita, Kansas, United States, United States View → TB Tamika Banks Tamika Banks Colleague at Captrust Stockbridge, Georgia, United States, United States View → CB Casey Bollock, Cfp® Casey Bollock, Cfp® Colleague at Captrust Indianapolis, Indiana, United States, United States View → MG May Guo May Guo Colleague at Captrust Raleigh-Durham-Chapel Hill Area, United States, United States View →
2 education records

Marcus N. Magyar, Cfp® education

Investment Management Theory & Practice

Yale School Of Management

Bachelor Of Business Administration, Concentration In Finance

Wilkes University
FAQ

Frequently asked questions about Marcus N. Magyar, Cfp®

Quick answers generated from the profile data available on this page.

What company does Marcus N. Magyar, Cfp® work for?

Marcus N. Magyar, Cfp® works for CAPTRUST.

What is Marcus N. Magyar, Cfp®'s role at CAPTRUST?

Marcus N. Magyar, Cfp® is listed as Principal I Financial Advisor at CAPTRUST at CAPTRUST.

What is Marcus N. Magyar, Cfp®'s email address?

AeroLeads has found 1 work email signal at @captrustadvisors.com for Marcus N. Magyar, Cfp® at CAPTRUST.

What is Marcus N. Magyar, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 919, 610 for Marcus N. Magyar, Cfp® at CAPTRUST.

Where is Marcus N. Magyar, Cfp® based?

Marcus N. Magyar, Cfp® is based in Allentown, Pennsylvania, United States while working with CAPTRUST.

What companies has Marcus N. Magyar, Cfp® worked for?

Marcus N. Magyar, Cfp® has worked for Captrust, Mfp Strategies, Prudential Financial, Scottrade, Inc., and Mericle Commercial Real Estate Services.

Who are Marcus N. Magyar, Cfp®'s colleagues at CAPTRUST?

Marcus N. Magyar, Cfp®'s colleagues at CAPTRUST include Dale Delserone, Ashley Brady, Liz Ulrichson, Cfp®, Cpfa™, Qka®, Paul Schreder, Cfa, Caia, and Ben Neal.

How can I contact Marcus N. Magyar, Cfp®?

You can use AeroLeads to view verified contact signals for Marcus N. Magyar, Cfp® at CAPTRUST, including work email, phone, and LinkedIn data when available.

What schools did Marcus N. Magyar, Cfp® attend?

Marcus N. Magyar, Cfp® holds Investment Management Theory & Practice from Yale School Of Management.

What skills is Marcus N. Magyar, Cfp® known for?

Marcus N. Magyar, Cfp® is listed with skills including Wealth Management, Asset Allocation, Retirement Planning, Investments, Asset Management, Investment Management, Financial Planning, and Stocks.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.