Unclaimed Profile

Mark Harry Goldwasser

ADVISORS PREFERRED LLC·ROCKVILLE, Maryland

Clean recordADVISORS PREFERRED LLC

1445 RESEARCH BOULEVARD, ROCKVILLE, MD 20850CRD# 1334008Firm CRD# 157980

Profile Verification

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

Identity

Mark Harry Goldwasser · ROCKVILLE, MD

Registration

CRD #1334008 · ADVISORS PREFERRED LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mark Harry Goldwasser is a registered financial advisor based in ROCKVILLE, Maryland, affiliated with ADVISORS PREFERRED LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

Speak with Mark

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mark is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

ADVISORS PREFERRED LLC

AUM

$1.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ADVISORS PREFERRED LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1334008

Firm CRD# 157980

View on FINRA BrokerCheck →

Looking for a financial advisor in ROCKVILLE?

Browse all registered financial advisors in ROCKVILLE, Maryland or claim this profile if it's yours.

Browse ROCKVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Mark Harry Goldwasser offer?

Mark Harry Goldwasser specializes in Investment Management, Fee-Only Advisory. Contact their office in ROCKVILLE, Maryland for a consultation.

What are Mark Harry Goldwasser's credentials?

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

Where is Mark Harry Goldwasser located?

Mark Harry Goldwasser is based in ROCKVILLE, Maryland, working with ADVISORS PREFERRED LLC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.

How does Mark Harry Goldwasser charge for services?

Mark Harry Goldwasser's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADVISORS PREFERRED LLC?

ADVISORS PREFERRED LLC has approximately 9 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →