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Mark David Lerner

CHESAPEAKE PARTNERS MANAGEMENT CO., INC.·BALTIMORE, Maryland
Clean recordCHESAPEAKE PARTNERS MANAGEMENT CO., INC.
2800 QUARRY LAKE DRIVE, BALTIMORE, MD 21209-3764CRD# 1891988Firm CRD# 156459

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark David Lerner · BALTIMORE, MD
Registration
CRD #1891988 · CHESAPEAKE PARTNERS MANAGEMENT CO., INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark David Lerner is a registered financial advisor based in BALTIMORE, Maryland, affiliated with CHESAPEAKE PARTNERS MANAGEMENT CO., INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CHESAPEAKE PARTNERS MANAGEMENT CO., INC.
CHESAPEAKE PARTNERS
AUM
$1.6B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at CHESAPEAKE PARTNERS MANAGEMENT CO., INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1891988
Firm CRD# 156459
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark David Lerner offer?
Mark David Lerner specializes in Retirement Planning. Contact their office in BALTIMORE, Maryland for a consultation.
What are Mark David Lerner's credentials?
Mark David Lerner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark David Lerner located?
Mark David Lerner is based in BALTIMORE, Maryland, working with CHESAPEAKE PARTNERS MANAGEMENT CO., INC.. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.
How does Mark David Lerner charge for services?
Mark David Lerner's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHESAPEAKE PARTNERS MANAGEMENT CO., INC.?
CHESAPEAKE PARTNERS MANAGEMENT CO., INC. has approximately 17 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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Other Advisors at CHESAPEAKE PARTNERS MANAGEMENT CO., INC.

Aaron Leslie Levinoff
BALTIMORE, MD

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Research
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