Mark Poitras, financial advisor Riverhead NY

Mark Poitras

CRD Number: 5574063
Current Firm: East End Financial Group, Inc.

Mark Poitras (CRD# 5574063) is an Investment Advisor Representative working at East End Financial Group, Inc. in Riverhead, NY and has over 15 years of experience in the finance industry. Mark Poitras 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
American Portfolios Financial Services, Inc. Holbrook, NY Aug 2017 - Current 6
East End Financial Group, Inc. Riverhead, NY Aug 2017 - Current 6
American Portfolios Advisors, Inc. Riverhead, NY Aug 2017 - Current 6
Hsbc Bank Usa, N.a. Hampton Bay, NY Aug 2016 - Aug 2017 1
Hsbc Securities (usa) Inc. Hampton Bay, NY Apr 2013 - Aug 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S66 NASAA Uniform Combined State Law Examination Dec 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark A. Poitras
Phone Number: 631-727-8111
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    498
    MILLIONS
  • Total Number of Accounts
    325
    ACCOUNTS
  • Average Account Value
    $1,531,694
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, NH, NY, VT

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