Unclaimed Profile

Travis Dustin Marks

KRASNEY FINANCIAL, LLC·MENDHAM, New Jersey

Series 65Clean record20 years registeredKRASNEY FINANCIAL, LLC

5 COLD HILL ROAD SOUTH, MENDHAM, NJ 07945CRD# 5116164Firm CRD# 105310

Profile Verification

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

Identity

Travis Dustin Marks · MENDHAM, NJ

Registration

CRD #5116164 · KRASNEY FINANCIAL, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KRASNEY FINANCIAL, LLC

REGENTATLANTIC

Dec 2012 – Jul 2016

MORRISTOWN, NJ

KRASNEY FINANCIAL, LLC

Jun 2006 – Nov 2012

MENDHAM, NJ

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 2, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIGNET FINANCIAL MANAGEMENT, LLC

CRD 105310 · SEC 801-31294

AUM

$949M

Regulatory assets under management

Employees

1,941 client accounts

Services offered by SIGNET FINANCIAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SIGNET FINANCIAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Travis Dustin Marks offer?

Travis Dustin Marks specializes in Financial Planning, Investment Management, Wealth Management.

What are Travis Dustin Marks's credentials?

Travis Dustin Marks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Travis Dustin Marks located?

Travis Dustin Marks is based in MENDHAM, New Jersey, last registered with KRASNEY FINANCIAL, LLC.

How does Travis Dustin Marks charge for services?

Travis Dustin Marks'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 KRASNEY FINANCIAL, LLC?

KRASNEY FINANCIAL, LLC has approximately 20 employees and manages $949M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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