Mark DewyzeCRD Number: 6124850
Current Firm: Strategic Advisers, Inc.
Mark Dewyze (CRD# 6124850) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 3 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||American Fork, UT||Sep 2012 - Current||4|
|Utah Valley University||Orem, UT||Aug 2011 - Aug 2012||1|
|Utah Valley University||Orem, UT||Aug 2010 - Aug 2011||1|
|Sos Staffing||Spanish Fork, UT||May 2010 - Aug 2010||< 1|
|Springville High||Springville, UT||Aug 2009 - May 2010||< 1|
|Unemployed||Mapleton, UT||May 2009 - Aug 2009||< 1|
|Springville High||Springville, UT||Aug 2008 - May 2009||< 1|
|Unemployed||Mapleton, UT||May 2008 - Aug 2008||< 1|
|Springville High||Springville, UT||Aug 2007 - May 2008||< 1|
|Unemployed||Mapleton, UT||May 2007 - Aug 2007||< 1|
|Springville High||Springville, UT||Aug 2006 - May 2007||< 1|
|Unemployed||Mapleton, UT||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2012|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV