Mark Belcak, financial advisor Bethlehem PA

Mark Belcak

CRD Number: 4270210
Current Firm: Mtm Financial Group, LLC

Mark Belcak (CRD# 4270210) is an Investment Advisor Representative working at Mtm Financial Group, LLC in Bethlehem, PA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Mtm Financial Bethlehem, PA Apr 2012 - Current 8
The Strategic Financial Alliance, Inc. Atlanta, GA Apr 2012 - Current 8
Mtm Financial Group, LLC Bathlehem, PA Apr 2012 - Current 8
Merrill Lynch Pennington, NJ Aug 2010 - Apr 2012 1
Bank Of America,na Pennington, NJ Aug 2010 - Apr 2012 1
Summit Financial Parsippany, NJ Jan 2001 - Apr 2012 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark Belcak
Phone Number: 610-746-7007
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    262
    MILLIONS
  • Total Number of Accounts
    1,521
    ACCOUNTS
  • Average Account Value
    $172,255
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

FL, NJ, PA

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