Mark Kuperstock (CRD# 1385178) is an Investment Advisor Representative working at Mulholland & Kuperstock Asset Management, LLC in Vista, CA and has over 38 years of experience in the finance industry.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mkam Etf LLC | Las Vegas, NV | Dec 2022 - Current | 1 |
| Mulholland & Kuperstock Asset Management, LLC | Vista, CA | Mar 2019 - Current | 5 |
| Gsg Capital Advisors | Los Angeles, CA | Jul 2009 - Mar 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1985 |
| S66 | NASAA Uniform Combined State Law Examination | May 2004 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
- CA
- NV
-
Total Assets Under Management37MILLIONS
-
Total Number of Accounts123ACCOUNTS
-
Average Account Value$298,090
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, NV
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