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Mark Anthony Ferdi

J.DEREK LEWIS & ASSOCIATES, INC.·NEWPORT BEACH, California
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1001 DOVE STREET, NEWPORT BEACH, CA 92660-2820CRD# 7146341Firm CRD# 122307
01

About

Mark Anthony Ferdi is a registered financial advisor based in NEWPORT BEACH, California, affiliated with J.DEREK LEWIS & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
J.DEREK LEWIS & ASSOCIATES, INC.
J.DEREK LEWIS & ASSOCIATES, INC.
AUM
$1.8B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at J.DEREK LEWIS & ASSOCIATES, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7146341
Firm CRD# 122307
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Anthony Ferdi offer?
Mark Anthony Ferdi specializes in Investment Management, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are Mark Anthony Ferdi's credentials?
Mark Anthony Ferdi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Anthony Ferdi located?
Mark Anthony Ferdi is based in NEWPORT BEACH, California, working with J.DEREK LEWIS & ASSOCIATES, INC.. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Mark Anthony Ferdi charge for services?
Mark Anthony Ferdi's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is J.DEREK LEWIS & ASSOCIATES, INC.?
J.DEREK LEWIS & ASSOCIATES, INC. has approximately 11 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at J.DEREK LEWIS & ASSOCIATES, INC.

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Kathryn Elizabeth Espinili
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Kelly Allan Dunagan
NEWPORT BEACH, CA
Nancy Kay Lewis
NEWPORT BEACH, CA
Reny Vessela M Greenleaf
NEWPORT BEACH, CA
Rion James Dalby
NEWPORT BEACH, CA

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