Mark Finelli, financial advisor Mount Laurel NJ
93 score

Mark Finelli

CRD Number: 4434102
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mark Finelli (CRD# 4434102) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mount Laurel, NJ and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Mount Laurel, NJ Dec 2009 - Current 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated Marlton,, NJ May 2009 - Current 7
Citigroup Global Markets Inc. Mount Laurel, NJ Jan 2005 - May 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for Mark A. Finelli
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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