Mark Coletta (CRD# 3259187) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Colchester, CT and has over 24 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Nov 2020 - Current | 3 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2020 - Current | 3 |
| Marlyn Realty, LLC | Lebanon, CT | Nov 2005 - Current | 18 |
| Coletta & Coletta, LLC | Colchester, CT | Sep 1991 - Current | 32 |
| Raymond James Financial Services | Colchester, CT | May 2015 - Nov 2020 | 5 |
| Raymond James Financial Services Advisors Inc. | Colchester, CT | May 2015 - Nov 2020 | 5 |
| H.d.vest Insurance Agency Inc. | Irving, TX | Aug 2009 - May 2015 | 5 |
| H.d. Vest Advisory Services | Colchester, CT | Dec 1999 - May 2015 | 15 |
| H.d. Vest Investment Services | Colchester, CT | Oct 1999 - May 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 1999 |
- CT
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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, WY
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