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Mark Harry Goldwasser

ADVISORS PREFERRED LLC·ROCKVILLE, Maryland
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1445 RESEARCH BOULEVARD, ROCKVILLE, MD 20850CRD# 1334008Firm CRD# 157980
01

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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
ADVISORS PREFERRED LLC
ADVISORS PREFERRED LLC
AUM
$1.6B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at ADVISORS PREFERRED LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1334008
Firm CRD# 157980
No disclosures on file
View on FINRA BrokerCheck →

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05

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.
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Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)HUNT VALLEY (94)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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