Mark Lenert (CRD# 4501352) is an Investment Advisor Representative working at Eagle Strategies LLC in New York, NY and has over 22 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 |
|---|---|---|---|
| Lenert Financial Group | New York, NY | Jan 2017 - Current | 7 |
| Nylife Securities LLC | New York, NY | Sep 2013 - Current | 10 |
| Eagle Strategies LLC | New York, NY | Sep 2013 - Current | 10 |
| New York Life Insurance Company | New York, NY | Jan 2002 - Current | 22 |
| Lenert Financial | New York, NY | Jun 2016 - Jan 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
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