Mark TraverCRD 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.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Neville Rodie & Shaw Inc.||New York, NY||Dec 2000 - Current||16|
Total Assets Under Management1,371MILLIONS
Total Number of Accounts957ACCOUNTS
Average Account Value$1,432,623
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, CT, DC, DE, FL, GA, LA, MA, MD, ME, MT, NC, NH, NJ, NY, OR, PA, SC, TN, TX, VA, VT, WA