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Mark Edward Celi

ST. BERNARD FINANCIAL SERVICES, INC.·RUSSELLVILLE, Arkansas
ST. BERNARD FINANCIAL SERVICES, INC.
1609 WEST MAIN ST, RUSSELLVILLE, AR 72801CRD# 1676074Firm CRD# 36956

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Edward Celi · RUSSELLVILLE, AR
Registration
CRD #1676074 · ST. BERNARD FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
6 disclosures on file · See FINRA BrokerCheck for full record
01

About

Mark Edward Celi is a registered financial advisor based in RUSSELLVILLE, Arkansas, affiliated with ST. BERNARD FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
ST. BERNARD FINANCIAL SERVICES, INC.
ST. BERNARD FINANCIAL SERVICES, INC.
AUM
$129M
Regulatory assets under management
Employees
111
Total firm employees
View all advisors at ST. BERNARD FINANCIAL SERVICES, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1676074
Firm CRD# 36956
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Edward Celi offer?
Mark Edward Celi specializes in Investment Management, Wealth Management. Contact their office in RUSSELLVILLE, Arkansas for a consultation.
What are Mark Edward Celi's credentials?
Mark Edward Celi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Edward Celi located?
Mark Edward Celi is based in RUSSELLVILLE, Arkansas, working with ST. BERNARD FINANCIAL SERVICES, INC.. Their office serves clients in the RUSSELLVILLE metropolitan area and surrounding communities.
How does Mark Edward Celi charge for services?
Mark Edward Celi's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ST. BERNARD FINANCIAL SERVICES, INC.?
ST. BERNARD FINANCIAL SERVICES, INC. has approximately 111 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ST. BERNARD FINANCIAL SERVICES, INC.

Joseph Andrew Miles
RUSSELLVILLE, AR
Robert Jr Keenan
RUSSELLVILLE, AR
Sharon Jane Dyer
RUSSELLVILLE, AR
Victor Dwain Jones
RUSSELLVILLE, AR

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Nearby cities in Arkansas
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Research
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