Mark Cernese & Associates
Firm details
- Headquarters
- ,
- CRD number
- 174062
- Website
- markcernese.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mark Cernese & Associates is an independent registered investment advisor operating as a sole proprietorship and run by Mark Cernese. The firm serves individual and family clients and charges fees as a percentage of assets under management. Its advisory work centers on discretionary portfolio management for individuals and small businesses, and it also offers portfolio management services to business or institutional clients. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1
Mark Cernese
Principal and Chief Investment OfficerCRD 6060896
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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