Mark Sulpizio, financial advisor Moorestown NJ
93 score

Mark Sulpizio

CRD Number: 1358519
Current Firm: Main Street Investment Advisors, LLC

Mark Sulpizio (CRD# 1358519) is an Investment Advisor Representative working at Main Street Investment Advisors, LLC in Moorestown, NJ and has over 22 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 3
Main Street Investment Moorestown, NJ Dec 2007 - Current 9
Innovative Benefit Planning Moorestown, NJ Jan 1989 - Current 27
Tower Square Securities Hartford, CT May 2004 - Nov 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1994
Contact Info for Mark W. Sulpizio
Phone Number: 856-234-3550
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    119
    MILLIONS
  • Total Number of Accounts
    363
    ACCOUNTS
  • Average Account Value
    $327,794
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

DE, FL, MA, NJ, PA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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