Mark Celusniak, financial advisor Lone Tree CO

Mark Celusniak

CRD Number: 5282352
Current Firm: Schwab Wealth Advisory, Inc.

Mark Celusniak (CRD# 5282352) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Lone Tree, CO and has over 16 years of experience in the finance industry. Mark Celusniak 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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Professional Designations
Company Name Location Dates Years
Charles Schwab & Company, Inc. Lone Tree, CO Jun 2017 - Current 6
Schwab Wealth Advisory, Inc. Lone Tree, CO Jun 2017 - Current 6
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jun 2017 2
Morgan Stanley Greenwood Village, CO Jun 2009 - Jun 2017 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Mark J. Celusniak
Phone Number: 415-667-7000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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