Unclaimed Profile

Mark Andrew Witaschek

AURELIUS FAMILY OFFICE, LLC·BEDFORD, New Hampshire

Series 6, Series 7, Series 63, Series 6531 years registeredAURELIUS FAMILY OFFICE, LLC

264 SOUTH RIVER ROAD, BEDFORD, NH 03110CRD# 1200467Firm CRD# 323016

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Andrew Witaschek · BEDFORD, NH

Registration

CRD #1200467 · AURELIUS FAMILY OFFICE, LLC · 31 years registered

Brand Profile

Not yet started

Career History

AURELIUS FAMILY OFFICE, LLC

Oct 2022 – present

MCLEAN ASSET MANAGEMENT CORP.

Oct 2009 – Dec 2022

BEDFORD, NH

THE HARBOR GROUP, INC.

Dec 1994 – Oct 2009

BEDFORD, NH

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · December 2, 1994

Years registered · 31

Disclosure History

2018Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

AURELIUS FAMILY OFFICE, LLC

CRD 323016 · SEC 801-126682

AUM

$237M

Regulatory assets under management

Employees

601 client accounts

Services offered by AURELIUS FAMILY OFFICE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AURELIUS FAMILY OFFICE, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Andrew Witaschek offer?

Mark Andrew Witaschek specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEDFORD, New Hampshire for a consultation.

What are Mark Andrew Witaschek's credentials?

Mark Andrew Witaschek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Andrew Witaschek located?

Mark Andrew Witaschek is based in BEDFORD, New Hampshire, working with AURELIUS FAMILY OFFICE, LLC. Their office serves clients in the BEDFORD metropolitan area and surrounding communities.

How does Mark Andrew Witaschek charge for services?

Mark Andrew Witaschek's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AURELIUS FAMILY OFFICE, LLC?

AURELIUS FAMILY OFFICE, LLC has approximately 9 employees and manages $237M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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