Unclaimed Profile

Mark David Guinney

VERNAL POINT ADVISORS, LLC·SAN FRANCISCO, California

Clean record15 years registeredVERNAL POINT ADVISORS, LLC

235 PINE ST, SAN FRANCISCO, CA 94104CRD# 5868167Firm CRD# 166587

Profile Verification

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

Identity

Mark David Guinney · SAN FRANCISCO, CA

Registration

CRD #5868167 · VERNAL POINT ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

VERNAL POINT ADVISORS, LLC

Mar 2024 – present

CRESSET ASSET MANAGEMENT, LLC

May 2019 – Feb 2022

SAN FRANCISCO, CA

PRESIDIO CAPITAL ADVISORS LLC

Dec 2010 – Oct 2016

SAN FRANCISCO, CA

Registrations & Exams

Registration record

First registered · December 6, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VERNAL POINT ADVISORS, LLC

CRD 166587 · SEC 801-80962

AUM

$1.6B

Regulatory assets under management

Employees

229 client accounts

Services offered by VERNAL POINT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VERNAL POINT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Mark David Guinney offer?

Mark David Guinney specializes in Financial Planning, Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Mark David Guinney's credentials?

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

Where is Mark David Guinney located?

Mark David Guinney is based in SAN FRANCISCO, California, working with VERNAL POINT ADVISORS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Mark David Guinney charge for services?

Mark David Guinney'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 VERNAL POINT ADVISORS, LLC?

VERNAL POINT ADVISORS, LLC has approximately 16 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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