Mark Cernese & Associates
Mark Cernese & Associates (CRD# 174062) is a financial advisory firm headquartered in , . They manage $4,600,000 in 13 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Mark Cernese & Associates
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$353,846
Compensation Options
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- 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
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Mark Cernese & Associates
1
Mark Cernese (CRD# 6060896) is an Investment Advisor Representative working at Mark Cernese & Associates in Macungie, PA and has over 11 years of experience in the finance industry.
2
Jeffrey Yearwood (CRD# 1500571) is an Investment Advisor Representative working at Mark Cernese & Associates in Emmaus, PA and has over 10 years of experience in the finance industry.
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