Mark Celi, financial advisor Concord MA

Mark Celi

CRD Number: 1676074
Current Firm: St. Bernard Financial Services, Inc.

Mark Celi (CRD# 1676074) is an Investment Advisor Representative working at St. Bernard Financial Services, Inc. in Concord, MA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
First Asset Financial Inc. Salina, KS Oct 2017 - Dec 2019 2
Unemployed Concord, MA Dec 2015 - Oct 2017 1
First Asset Financial Inc. Salina, KS Nov 2011 - Nov 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1992
S66 NASAA Uniform Combined State Law Examination Jun 2018
Contact Info for Mark E. Celi
Phone Number: 479-967-1200
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    121
    MILLIONS
  • Total Number of Accounts
    502
    ACCOUNTS
  • Average Account Value
    $241,166
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MI, MN, MO, MS, NC, NE, NH, NY, OH, OK, OR, PA, RI, TN, TX, VA, WA

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