Mark SolomonCRD Number: 1014516
Current Firm: Cms Fund Advisers, LLC
Mark Solomon (CRD# 1014516) is an Investment Advisor Representative working at Cms Fund Advisers, LLC in Wynnewood, PA and has over 35 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|M Holdings Securities, Inc.||Portland, OR||Oct 2013 - Current||3|
|Rose Glen Advisors, LLC||Wynnewood, PA||Oct 2013 - Current||3|
|Cms Holdco, LLC||Wynnewood, PA||Sep 2010 - Current||6|
|Cms Fund Advisers, Llc (previously Cms Fund Advisers, Inc.)||Wynnewood, PA||Nov 2002 - Current||14|
|Cms Investment Resources (canada), Inc.||Toronto, Ontario,||May 1998 - Current||18|
|Cms Investment Resources, LLC||Wynnewood, PA||Jul 1981 - Current||35|
|M Holdings Securities, Inc.||Portland, OR||Mar 1978 - Current||38|
|Cms Companies (fictitious Name)||Wynnewood, PA||Jun 1969 - Current||47|
|Capital Management Systems, LLC||Wynnewood, PA||Jun 1969 - Current||47|
|Msps/spf, Inc.||Wynnewood, PA||Sep 1998 - Nov 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1981|
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
Total Assets Under Management19MILLIONS
Total Number of Accounts7ACCOUNTS
Average Account Value$2,725,323
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
DE, MD, PA
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