Mark Pietrofesa, financial advisor San Mateo CA
93 score

Mark Pietrofesa

CRD Number: 1788669
Current Firm: Summit Financial Advisors, LLC

Mark Pietrofesa (CRD# 1788669) is an Investment Advisor Representative working at Summit Financial Advisors, LLC in San Mateo, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC San Mateo, CA Sep 2009 - Current 7
Summit Financial Advisors,llc San Mateo, CA Jun 1998 - Current 18
Mutual Service Corporation Belmont, CA Dec 2004 - Sep 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1991
S65 NASAA Investment Advisors Law Examination Aug 1998
Contact Info for Mark B. Pietrofesa
Phone Number: 650-357-9410
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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