Mark Sulpizio, financial advisor Moorestown NJ

Mark Sulpizio

CRD Number: 1358519
Current Firm: Innovative Investment Fiduciaries, LLC

Mark Sulpizio (CRD# 1358519) is an Investment Advisor Representative working at Innovative Investment Fiduciaries, LLC in Moorestown, NJ and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Innovative Investment Fiduciaries, LLC Moorestown, NJ Mar 2013 - Current 11
Main Street Investment Moorestown, NJ Dec 2007 - Current 16
Innovative Benefit Planning Moorestown, NJ Jan 1989 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1994
Contact Info for Mark W. Sulpizio
Phone Number: (856) 242-3330
Registered State(s):
  • NJ
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $1,824,339
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NJ, PA, TX

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