Mark Braverman, financial advisor Bensalem PA
93 score

Mark Braverman

CRD Number: 1037600
Current Firm: Quest Capital Strategies, Inc.

Mark Braverman (CRD# 1037600) is an Investment Advisor Representative working at Quest Capital Strategies, Inc. in Bensalem, PA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Quest Capital Strategies, Inc. Lake Forest, CA Aug 2009 - Current 7
Emark Financial Bensalem, PA Jul 2008 - Current 8
Mjb Management, LLC Bensalem, PA Mar 2006 - Current 10
Woodbury Financial Services Bensalem, PA Dec 2006 - Oct 2007 < 1
Fulton Financial Advisors Doylestown, PA Nov 2004 - Jan 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2003
S65 NASAA Investment Advisors Law Examination May 2002
Contact Info for Mark J. Braverman
Phone Number: 949-830-4885
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $173,684
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
Types of Clients
Registered States

AZ, CA, CO, FL, IA, ID, IL, IN, MA, MD, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, VA, WA

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

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