Mark Solomon, financial advisor Wynnewood PA
48 score

Mark Solomon

CRD 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 36 years of experience in the finance industry.

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Company Name Location Dates Years
M Holdings Securities, Inc. Portland, OR Oct 2013 - Current 4
Rose Glen Advisors, LLC Wynnewood, PA Oct 2013 - Current 4
Cms Holdco, LLC Wynnewood, PA Sep 2010 - Current 7
Cms Fund Advisers, Llc (previously Cms Fund Advisers, Inc.) Wynnewood, PA Nov 2002 - Current 15
Cms Investment Resources (canada), Inc. Toronto, Ontario, May 1998 - Current 20
Cms Investment Resources, LLC Wynnewood, PA Jul 1981 - Current 36
M Holdings Securities, Inc. Portland, OR Mar 1978 - Current 40
Cms Companies (fictitious Name) Wynnewood, PA Jun 1969 - Current 49
Capital Management Systems, LLC Wynnewood, PA Jun 1969 - Current 49
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1981
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Mark I. Solomon
Phone Number: 610-896-3000
Firm Website:
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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