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Mark Christopher Koontz

NEW GENERATION ADVISORS, LLC·MANCHESTER, Massachusetts
SIE, Series 7, Series 7TO, Series 24, Series 63Clean recordNEW GENERATION ADVISORS, LLC
13 ELM STREET, MANCHESTER, MA 01944-1366CRD# 4567505Firm CRD# 109776

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Christopher Koontz · MANCHESTER, MA
Registration
CRD #4567505 · NEW GENERATION ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

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

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
NEW GENERATION ADVISORS, LLC
CRD 109776 · SEC 802-127638
AUM
$153M
Regulatory assets under management
Services offered by NEW GENERATION ADVISORS, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at NEW GENERATION ADVISORS, LLC →
Introduction

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Frequently Asked Questions

What services does Mark Christopher Koontz offer?
Mark Christopher Koontz specializes in Retirement Planning. Contact their office in MANCHESTER, Massachusetts for a consultation.
What are Mark Christopher Koontz's credentials?
Mark Christopher Koontz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Christopher Koontz located?
Mark Christopher Koontz is based in MANCHESTER, Massachusetts, working with NEW GENERATION ADVISORS, LLC. Their office serves clients in the MANCHESTER metropolitan area and surrounding communities.
How does Mark Christopher Koontz charge for services?
Mark Christopher Koontz'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 NEW GENERATION ADVISORS, LLC?
NEW GENERATION ADVISORS, LLC is a registered investment adviser with the SEC, managing $153M in regulatory assets under management. See their Form ADV for full details.
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George Putnam
MANCHESTER, MA

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