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Mark David Lerner

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

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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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
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1891988
Firm CRD# 156459
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Maryland
BETHESDA (414)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BETHESDA GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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