Mark Baran, financial advisor Naples FL

Mark Baran

CRD Number: 870541
Current Firm: Mcdermott Investment Advisors, LLC

Mark Baran (CRD# 870541) is an Investment Advisor Representative working at Mcdermott Investment Advisors, LLC in Naples, FL and has over 43 years of experience in the finance industry.

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Company Name Location Dates Years
Mcdermott Investment Advisors, LLC Erwinna, PA Jan 2020 - Current 3
Mcdermott Investment Services, LLC Erwinna, PA Jun 2019 - Current 3
Woodbury Financial Services Inc. Greenwich, CT Dec 2018 - Jun 2019 < 1
Silber Bennett Financial, Inc. Encino, CA Mar 2018 - Dec 2018 < 1
Third Seven Capital, Llc (dba Four Springs Capital) Lake Como, NJ Jan 2017 - Mar 2018 1
Edi Financial, Inc. Lake Como, NJ Jun 2013 - Dec 2016 3
Four Srings Capital Avon By The Sea, NJ Nov 2009 - Dec 2016 7
Allied Beacon Partners, Inc. Avon By The Sea, NJ Feb 2011 - May 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1979
S65 NASAA Investment Advisors Law Examination Nov 1996
S66 NASAA Uniform Combined State Law Examination Nov 2005
Contact Info for Mark R. Baran
Phone Number: 239-298-5263
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    230
    MILLIONS
  • Total Number of Accounts
    645
    ACCOUNTS
  • Average Account Value
    $356,881
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, FL, MD, ME, NH, NJ, NY, PA, SC, TX, UT, VA

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