Mark Traver, financial advisor New York NY

Mark Traver

CRD Number: 5286350
Current Firm: Neville, Rodie & Shaw Inc.

Mark Traver (CRD# 5286350) is an Investment Advisor Representative working at Neville, Rodie & Shaw Inc. in New York, NY and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Neville Rodie & Shaw Inc. New York, NY Dec 2000 - Current 23

Mark Traver has no recent exams reported.
Contact Info for Mark A. Traver
Phone Number: 212-725-1440
Firm Website: http://www.nevrodie.com
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,591
    MILLIONS
  • Total Number of Accounts
    816
    ACCOUNTS
  • Average Account Value
    $1,949,636
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CO, CT, DC, DE, FL, GA, LA, MA, MD, ME, MT, NC, NH, NJ, NM, NY, OR, PA, SC, TN, TX, VA, VT, WA

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