Mark Priebe, financial advisor New York NY

Mark Priebe

CRD Number: 6651164
Current Firm: Cerity Partners LLC

Mark Priebe (CRD# 6651164) is an Investment Advisor Representative working at Cerity Partners LLC in New York, NY and has over 5 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Cerity Partners Louisville, KY Apr 2023 - Current < 1
Argi Investment Services Louisville, KY Nov 2018 - Apr 2023 4
Zirmed Louisville, KY Jun 2017 - Nov 2018 1
Centre College Danville, KY Aug 2013 - Jun 2017 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2018
Contact Info for Mark R. Priebe
Phone Number: 212-850-4260
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    53,331
    MILLIONS
  • Total Number of Accounts
    11,327
    ACCOUNTS
  • Average Account Value
    $4,708,302
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, VI, VT, WA, WI, WV, WY

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