Mark EdelmanCRD 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 9 years of experience in the finance industry.
Linscomb & Williams
The Goff Financial Group
|Mark Edelman Interests, Inc.||Houston, TX||Mar 2014 - Current||3|
|Cantella & Co Inc.||Boston, MA||Jan 2008 - Current||9|
|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|
Total Assets Under Management940MILLIONS
Total Number of Accounts3,717ACCOUNTS
Average Account Value$253,005
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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