Mark Cernese, financial advisor Macungie PA

Mark Cernese

CRD Number: 6060896
Current Firm: Mark Cernese & Associates

Mark Cernese (CRD# 6060896) is an Investment Advisor Representative working at Mark Cernese & Associates in Macungie, PA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Mark Cernese & Associates Orefield, PA Nov 2014 - Current 9
Ata Management Strategies Whitehall, PA Aug 2012 - Sep 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Mark A. Cernese
Phone Number: 484-951-3318
Registered State(s):
  • PA
Current Firm Details
Mark Cernese & Associates
Firm's CRD Number: 174062
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $353,846
Compensation Options
  • A percentage of assets under your management
  • 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
  • Publication of periodicals or newsletters
Types of Clients
Registered States

PA

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