Claim Profile
MR

Mark H Rogers

ARTIS ADVISORS, LLC·BOSTON, Massachusetts
Unclaimed Profile
ONE BOSTON PLACE, BOSTON, MA 02108CRD# 1762836Firm CRD# 159997
01

About

Mark H Rogers is a registered financial advisor based in BOSTON, Massachusetts, affiliated with ARTIS ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
ARTIS ADVISORS, LLC
ARTIS ADVISORS
AUM
$12M
Regulatory assets under management
Employees
5
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1762836
Firm CRD# 159997
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BOSTON?

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Mark H Rogers offer?
Mark H Rogers specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Mark H Rogers's credentials?
Mark H Rogers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark H Rogers located?
Mark H Rogers is based in BOSTON, Massachusetts, working with ARTIS ADVISORS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Mark H Rogers charge for services?
Mark H Rogers'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 ARTIS ADVISORS, LLC?
ARTIS ADVISORS, LLC has approximately 5 employees and manages $12M 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 →
Browse by specialty