Mark Chemtob, financial advisor New York NY

Mark Chemtob

CRD Number: 3099258
Current Firm: Chemistry Wealth Management LLC

Mark Chemtob (CRD# 3099258) is an Investment Advisor Representative working at Chemistry Wealth Management LLC in New York, NY and has over 25 years of experience in the finance industry. Mark Chemtob has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Chemistry Wealth Management, LLC New York, NY Sep 2021 - Current 2
Ameriprise Financial Services, Inc. New York, NY Sep 2005 - Sep 2021 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
Contact Info for Mark Chemtob
Phone Number: (212) 970-8900
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    847
    MILLIONS
  • Total Number of Accounts
    1,623
    ACCOUNTS
  • Average Account Value
    $521,773
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
Types of Clients
Registered States

CA, CT, FL, GA, IL, LA, MA, NH, NJ, NM, NY, PA, TX

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