Mark Boutote, financial advisor Freehold NJ

Mark Boutote

CRD Number: 704815
Current Firm: New Line Capital, LLC

Mark Boutote (CRD# 704815) is an Investment Advisor Representative working at New Line Capital, LLC in Freehold, NJ and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
New Line Capital, LLC Freehold, NJ Jan 2015 - Current 9
Self Employed Freehold, NJ Aug 2014 - Jan 2015 < 1
New Line Capital LLC Laramie, WY Dec 2013 - Aug 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2000
S66 NASAA Uniform Combined State Law Examination May 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark A. Boutote
Phone Number: 505-989-7211
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    30
    MILLIONS
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $500,813
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
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

CO, CT, NJ, NM

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