Mark Chisenhall, financial advisor Dallas TX

Mark Chisenhall

CRD Number: 6871095
Current Firm: The Ayco Company,l.p.

Mark Chisenhall (CRD# 6871095) is an Investment Advisor Representative working at The Ayco Company,l.p. in Dallas, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
The Ayco Company, L.p./mercer Allied Dallas, TX Feb 2019 - Current 1
Unemployed Plano, TX May 2018 - Jan 2019 < 1
Charles Schwab Westlake, TX Oct 2017 - Apr 2018 < 1
Murphy Oil Usa, Inc. El Dorado, AR Jun 2015 - Sep 2017 2
Southern Methodist University Dallas, TX Aug 2013 - May 2015 1
Esposito Securities Dallas, TX May 2014 - Jan 2015 < 1
Unemployed Bristol, CT Apr 2013 - Jul 2013 < 1
Peck Wealth Management New York, NY Apr 2011 - Apr 2013 2
Mbs Value Partners New York, NY Oct 2011 - Feb 2013 1
Unemployed Little Rock, AR Jun 2010 - Mar 2011 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2011
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Mark L. Chisenhall
Phone Number: 518-886-4000
Firm Website: http://www.ayco.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    12,758
    MILLIONS
  • Total Number of Accounts
    18,755
    ACCOUNTS
  • Average Account Value
    $680,254
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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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