Mark Eghrari, financial advisor Smithtown NY

Mark Eghrari

CRD Number: 5818158
Current Firm: Brokers Financial

Mark Eghrari (CRD# 5818158) is an Investment Advisor Representative working at Brokers Financial in Smithtown, NY and has over 10 years of experience in the finance industry.

Similar Advisors
Eric Bloom, financial advisor Smithtown NY
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
Harlan Fischer, financial advisor Smithtown NY
Harlan J. Fischer
CRD# 811927
Cetera Investment Advisers LLC
Similar Advisors
Adam Morgan, financial advisor Smithtown NY
Adam C. Morgan
CRD# 5473273
American Portfolios Advisors, Inc.
Company Name Location Dates Years
Brokers International Financial Services Smithtown, NY Aug 2023 - Current < 1
Eghrari Wealth Training LLC Smithtown, NY Nov 2013 - Current 10
Mark S Eghrari & Associates Pllc Smithtown, NY Dec 1998 - Current 25
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Mark S. Eghrari
Phone Number: 877-886-1939
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    2,000
    MILLIONS
  • Total Number of Accounts
    11,566
    ACCOUNTS
  • Average Account Value
    $172,960
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.