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Thomas Trevillyan Mark

MONITOR CLIPPER PARTNERS, LLC·BOSTON, Massachusetts
MONITOR CLIPPER PARTNERS, LLC
116 HUNTINGTON AVENUE, 9TH FLOOR, BOSTON, MA 02116CRD# 6026110Firm CRD# 157675

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Trevillyan Mark · BOSTON, MA
Registration
CRD #6026110 · MONITOR CLIPPER PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Thomas Trevillyan Mark is a registered financial advisor based in BOSTON, Massachusetts, affiliated with MONITOR CLIPPER PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
MONITOR CLIPPER PARTNERS, LLC
MONITOR CLIPPER PARTNERS, LLC
AUM
$4M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at MONITOR CLIPPER PARTNERS, LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
Regulatory
SEC/IARD CRD# 6026110
Firm CRD# 157675
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Trevillyan Mark offer?
Thomas Trevillyan Mark specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Thomas Trevillyan Mark's credentials?
Thomas Trevillyan Mark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Trevillyan Mark located?
Thomas Trevillyan Mark is based in BOSTON, Massachusetts, working with MONITOR CLIPPER PARTNERS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Thomas Trevillyan Mark charge for services?
Thomas Trevillyan Mark's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONITOR CLIPPER PARTNERS, LLC?
MONITOR CLIPPER PARTNERS, LLC has approximately 10 employees and manages $4M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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William Lee Young
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Research
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