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.

Similar Advisors
Jason Abruzere, financial advisor Bethlehem PA
Jason E. Abruzere
CRD# 4121049
Weyhill Investment Counsel, LLC
Similar Advisors
Wayne Achey, financial advisor Bethlehem PA
Wayne C. Achey
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Bradley Adams, financial advisor Bethlehem PA
Bradley K. Adams
CRD# 1261791
Janney Montgomery Scott LLC
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
  • Total Number of Accounts
  • Average Account Value
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


Ready to hire a financial advisor? Get competitive proposals from Mark Belcak and other advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.