Mark Dorfman, financial advisor Lynbrook NY

Mark Dorfman

CRD Number: 1457646
Current Firm: Comprehensive Capital Management, Inc.

Mark Dorfman (CRD# 1457646) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Lynbrook, NY and has over 36 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Nosuris Lynbrook, NY Feb 2012 - Current 10
Apw Capital, Inc. Rockaway, NJ Mar 2009 - Current 13
Comprehensive Capital Management, Inc. Rockaway, NJ Feb 2009 - Current 13
Oberlander Dorfman Inc. Valley Stream, NY Mar 1988 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S66 NASAA Uniform Combined State Law Examination Nov 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark Dorfman
Phone Number: 973-394-0404
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    64
    MILLIONS
  • Total Number of Accounts
    628
    ACCOUNTS
  • Average Account Value
    $102,139
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Market timing services
Types of Clients
Registered States

AZ, CA, FL, IL, KS, MI, NC, NJ, NY, OH, OR, PA, SC, TX, VA

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