Rushwald, Mark Steven

Rushwald, Mark Steven (CRD# 125205) is a financial advisory firm headquartered in Toms River, NJ. They manage $38,800,000 in 78 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $497,436
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NJ

Financial Advisors at Rushwald, Mark Steven
Showing 1 - 1 of 1 top financial advisors.
1
Mark S. Rushwald
CRD#: 407433
700 Hooper Avenue, Suite 201, Toms River, NJ 08753
96
Wealthminder
score

Mark Rushwald (CRD# 407433) is an Investment Advisor Representative working at Rushwald, Mark Steven in Toms River, NJ and has over 31 years of experience in the finance industry. Mark Rushwald 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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