Mark Schild, financial advisor Sarasota FL
93 score

Mark Schild

CRD Number: 1288577
Current Firm: Stonecrest Advisors, Inc.

Mark Schild (CRD# 1288577) is an Investment Advisor Representative working at Stonecrest Advisors, Inc. in Sarasota, FL and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Redwine & Company Charlotte, NC Mar 2015 - Current 2
Stonecrest Advisors, Inc. Sarasota, FL Nov 2014 - Current 3
Capital Guardian Wealth Management, LLC Short Hills, NJ Mar 2013 - Feb 2015 1
Capital Guardian, LLC Short Hills, NJ Mar 2013 - Feb 2015 1
Beech Hill Securities, Inc. New York, NY Oct 2007 - Mar 2013 5
Bhs Advisory Group, Inc. Pembroke Pines, FL Nov 1993 - Mar 2013 19
Schild Asset Management Inc. Miami, FL Jan 1992 - Nov 2007 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2016
S63 Uniform Securities State Law Examination Aug 1984
Contact Info for Mark D. Schild
Phone Number: 786 762-4000
Registered State(s):
  • CA
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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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