Mark Sottile, financial advisor Alpharetta GA
93 score

Mark Sottile

CRD Number: 863839
Current Firm: Navy Federal Brokerage Services LLC

Mark Sottile (CRD# 863839) is an Investment Advisor Representative working at Navy Federal Brokerage Services LLC in Alpharetta, GA and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Navy Federal Brokerage Services, LLC Alpharetta, GA Jan 2017 - Current 1
Navy Federal Brokerage Services, LLC Alpharetta, GA Aug 2012 - Current 5
Navy Federal Financial Group, LLC Alpharetta, GA Feb 2012 - Current 6
Navy Federal Asset Management, LLC Vienna, VA Aug 2012 - Jan 2017 4
L.m. Kohn & Company Cincinnati, OH Jan 2012 - Jul 2012 < 1
Midsouth Capital, Inc. Atlanta, GA Oct 2010 - Jan 2012 1
Unemployed Atlanta, GA Jul 2009 - Sep 2010 1
Redchip Securities, LLC Alpharetta, GA Mar 2009 - Jul 2009 < 1
Tdameritrade Inc. Rosewell, GA Dec 2006 - Jan 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1981
S65 NASAA Investment Advisors Law Examination Apr 2005
Contact Info for Mark A. Sottile
Phone Number: 7032061320
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    186
    MILLIONS
  • Total Number of Accounts
    1,688
    ACCOUNTS
  • Average Account Value
    $110,453
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, 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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