Mark Edelman, financial advisor Houston TX
93 score

Mark Edelman

CRD Number: 5471837
Current Firm: Cantella & Company, Inc.

Mark Edelman (CRD# 5471837) is an Investment Advisor Representative working at Cantella & Company, Inc. in Houston, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Mark Edelman Interests, Inc. Houston, TX Mar 2014 - Current 2
Cantella & Co Inc. Boston, MA Jan 2008 - Current 8
Ken Edelman Interests Inc. Houston, TX Jan 1998 - Mar 2014 16
Aerotek Houston, TX Jul 2006 - Nov 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S65 NASAA Investment Advisors Law Examination Nov 2012
Contact Info for Mark J. Edelman
Phone Number: 617-521-8630
Firm Website: https://www.cantella.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    940
    MILLIONS
  • Total Number of Accounts
    3,717
    ACCOUNTS
  • Average Account Value
    $253,005
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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