Mark Filiberto, financial advisor Islandia NY
93 score

Mark Filiberto

CRD Number: 1378975
Current Firm: Cuna Brokerage Services, Inc.

Mark Filiberto (CRD# 1378975) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Islandia, NY and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Suffolk Federal Credit Union Medford, NY Oct 2013 - Current 3
Cuna Brokerage Services, Inc. Waverly, IA Oct 2013 - Current 3
Cuna Mutual Group Waverly, IA May 2012 - Sep 2013 1
Cuna Brokerage Services, Inc. Waverly, IA May 2012 - Sep 2013 1
Unemployed East Northport, NY Apr 2012 - May 2012 < 1
Djf Discount Brokers, Inc. Great Neck, NY Sep 1992 - Mar 2012 19
R&r Planning Group, Ltd Lake Success, NY Jun 1992 - Mar 2012 19
Investment Professionals, Inc. San Antonio, TX Oct 2010 - Oct 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S65 NASAA Investment Advisors Law Examination Oct 2004
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Mark S. Filiberto
Phone Number: 319-352-4090
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,331
    MILLIONS
  • Total Number of Accounts
    6,286
    ACCOUNTS
  • Average Account Value
    $211,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
  • Selection of other advisers (including private fund managers)
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, 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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