Mark Piccerelli (CRD# 2201802) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in West Warwick, RI and has over 32 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Patriot Financial Group | Westborough, MA | Mar 2021 - Current | 3 |
| Ivy Wealth Management, Inc. | Warwick, RI | Feb 2016 - Jun 2021 | 5 |
| M. Holdings Securities, Inc. | Portland, OR | Sep 2001 - Feb 2016 | 14 |
| Eb Inc. | East Greenwich, RI | Sep 2001 - Feb 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
- RI
-
Total Assets Under Management2,119MILLIONS
-
Total Number of Accounts6,607ACCOUNTS
-
Average Account Value$320,780
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IA, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
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