Mark Abraham, financial advisor Sandy Hook CT
96 score

Mark Abraham

CRD Number: 4545110
Current Firm: Arbor Point Advisors

Mark Abraham (CRD# 4545110) is an Investment Advisor Representative working at Arbor Point Advisors in Sandy Hook, CT and has over 14 years of experience in the finance industry. Mark Abraham 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.

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Professional Designations
Company Name Location Dates Years
Arbor Point Advisors Sandy Hook, CT Jul 2014 - Current 2
Securities America Inc. Sandy Hook, CT Jul 2014 - Current 2
Wrp Investments, Inc. Youngstown, OH Aug 2010 - Jul 2014 3
American Express Financial Advisors, Inc. Norwalk, CT Jul 2002 - Aug 2010 8
Ids Life Insurance Company Norwalk, CT Jul 2002 - Aug 2010 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2002
Contact Info for Mark E. Abraham
Phone Number: 402-399-9111
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    552
    MILLIONS
  • Total Number of Accounts
    3,322
    ACCOUNTS
  • Average Account Value
    $166,293
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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