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Mark H Rogers

ARTIS ADVISORS, LLC·BOSTON, Massachusetts
SIE, Series 7, Series 24, Series 63, Series 99TOClean recordARTIS ADVISORS, LLC
ONE BOSTON PLACE, BOSTON, MA 02108CRD# 1762836Firm CRD# 159997

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark H Rogers · BOSTON, MA
Registration
CRD #1762836 · ARTIS ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ARTIS ADVISORS, LLC
CRD 159997 · SEC 801-73062
AUM
$12M
Regulatory assets under management
Employees
5
1 client accounts
Services offered by ARTIS ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at ARTIS ADVISORS, LLC →
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04

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.
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Other Advisors at ARTIS ADVISORS, LLC

Steven David Hotovec
BOSTON, MA
Timothy Russell Jacobson
SAN MATEO, CA
CFA

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Research
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