Mark Salerno (CRD# 1561786) is an Investment Advisor Representative working at Wealthedge Investment Advisors LLC in New York, NY and has over 37 years of experience in the finance industry. Mark Salerno 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.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthedge Investment Advisors | New York, NY | Mar 2015 - Current | 9 |
| Mark Salerno Independent Insurance Agent | New York, NY | Dec 2000 - Current | 23 |
| First Liberties Financial | New York, NY | Mar 2015 - Dec 2015 | < 1 |
| United Planners' Financial Services Of America | Scottsdale, AZ | Dec 2000 - Mar 2015 | 14 |
| Genisis Financial Advisory Services. LLC | New York, NY | May 2000 - Mar 2015 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1986 |
- NY
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Total Assets Under Management287MILLIONS
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Total Number of Accounts698ACCOUNTS
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Average Account Value$411,679
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
NY
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