Mark Cernese & Associates

Mark Cernese & Associates (CRD# 174062) is a financial advisory firm headquartered in , . They manage $4,600,000 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.markcernese.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $353,846
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • 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
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Mark Cernese & Associates
Showing 1 - 2 of 2 top financial advisors.
1
Mark Cernese, financial advisor Macungie PA
Mark A. Cernese
CRD#: 6060896
Macungie, PA

Mark Cernese (CRD# 6060896) is an Investment Advisor Representative working at Mark Cernese & Associates in Macungie, PA and has over 11 years of experience in the finance industry.

2
Jeffrey Yearwood, financial advisor Emmaus PA
Jeffrey M. Yearwood
CRD#: 1500571
4752 Mill Road, Emmaus, PA 18049

Jeffrey Yearwood (CRD# 1500571) is an Investment Advisor Representative working at Mark Cernese & Associates in Emmaus, PA and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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