Mark Modzeleski (CRD# 3214980) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in East Syracuse, NY and has over 25 years of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 1200413
Rbc Capital Markets, LLC
CRD# 828730
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Cole Advisors, Inc. | Tampa, FL | Nov 2021 - Current | 2 |
| J.w. Cole Financial, Inc. | Tampa, FL | Nov 2021 - Current | 2 |
| Mml Investors Services, LLC | East Syracuse, NY | Mar 2017 - Nov 2021 | 4 |
| Massmutual | East Syracuse, NY | Jan 2015 - Nov 2021 | 6 |
| New England Securities | East Syracuse, NY | Apr 1999 - Jan 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1999 |
- NY
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Total Assets Under Management5,736MILLIONS
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Total Number of Accounts25,612ACCOUNTS
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Average Account Value$223,952
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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