Unclaimed Profile

Mark David Feldman

MRA ASSOCIATES USA LLC·PHOENIX, Arizona

Series 2, Series 4, Series 7, Series 24, Series 63, Series 65Clean record24 years registeredMRA ASSOCIATES USA LLC

3200 E. CAMELBACK ROAD, PHOENIX, AZ 85018CRD# 2557242Firm CRD# 152734

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark David Feldman · PHOENIX, AZ

Registration

CRD #2557242 · MRA ASSOCIATES USA LLC · 24 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Dec 2020 – present

MRA ASSOCIATES

Feb 2012 – Mar 2021

PHOENIX, AZ

GENSPRING FAMILY OFFICES, LLC

Feb 2008 – Jan 2011

GREENWICH, CT

INLIGN WEALTH MANAGEMENT, LLC

Jun 2002 – May 2008

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

Series 2

Series 4

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · June 5, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MRA ASSOCIATES USA LLC

CRD 152734 · SEC 801-71045

AUM

$2.6B

Regulatory assets under management

Employees

2,424 client accounts

Services offered by MRA ASSOCIATES USA LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at MRA ASSOCIATES USA LLC →

Introduction

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Frequently Asked Questions

What services does Mark David Feldman offer?

Mark David Feldman specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in PHOENIX, Arizona for a consultation.

What are Mark David Feldman's credentials?

Mark David Feldman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark David Feldman located?

Mark David Feldman is based in PHOENIX, Arizona, working with MRA ASSOCIATES USA LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.

How does Mark David Feldman charge for services?

Mark David Feldman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MRA ASSOCIATES USA LLC?

MRA ASSOCIATES USA LLC has approximately 56 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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