Mark Guastaferri (CRD# 6132257) is an Investment Advisor Representative working at Origin Wealth Advisers in New York, NY and has over 3 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Origin Wealth Advisers LLC | New York, NY | Nov 2018 - Current | 5 |
| Extended Travel | Trumbull, CT | Dec 2017 - Nov 2018 | < 1 |
| Sentinel Solutions | New York, NY | Jan 2017 - Dec 2017 | < 1 |
| Wealth Enhancement Advisory Services | Plymouth, MN | Jun 2016 - Oct 2016 | < 1 |
| Hhg & Company, LLC | Darien, CT | Jan 2015 - Jun 2016 | 1 |
| Symmetry Partners, LLC | Glastonbury, CT | Jan 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- CT
- NY
- TX
-
Total Assets Under Management52MILLIONS
-
Total Number of Accounts246ACCOUNTS
-
Average Account Value$211,765
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, NY, TX
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