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MARK CERNESE & ASSOCIATES
CERNESE, MARK ANTHONY
CRD 174062
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$3.9M
Discretionary AUM
$3.9M
Team
1 total employees; 1 advisory reps; 13 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2025-08-04
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $3.9M |
All web addresses on file
Official SEC filing: View on IAPD