Mark Giordano, financial advisor Holbrook NY
90 score

Mark Giordano

CRD Number: 5914669
Current Firm: American Portfolios Advisors, Inc.

Mark Giordano (CRD# 5914669) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
American Portfolios Financial Services, Inc. Holbrook, NY May 2014 - Current 2
Axa Advisors LLC New York, NY Jul 2011 - May 2014 2
Umemployed Peekskill, NY Dec 2010 - Jun 2011 < 1
Toys R Us Myrtle Beach, SC Nov 2010 - Dec 2010 < 1
Unemployed Peekskill, NY Oct 2010 - Nov 2010 < 1
Marist College Poughkeepsie, NY Aug 2005 - Oct 2010 5
Daytop Village Inc. Rhinebeck, NY May 2009 - Sep 2010 1
Silverman Wealth Management Poughkeepsie, NY Jan 2010 - Apr 2010 < 1
Trump National Golf Course Hopewill Junction, NY May 2004 - May 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Mark W. Giordano
Phone Number: 631-439-4600 X127
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    2,864
    MILLIONS
  • Total Number of Accounts
    14,826
    ACCOUNTS
  • Average Account Value
    $193,205
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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
  • Pension consulting services
  • 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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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