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Mark A. Egert

YORKVILLE ADVISORS GLOBAL, LP·MOUNTAINSIDE, New Jersey
SIE, Series 7TO, Series 14, Series 24Clean recordYORKVILLE ADVISORS GLOBAL, LP
1012 SPRINGFIELD AVE., MOUNTAINSIDE, NJ 07092CRD# 2953843Firm CRD# 165390

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark A. Egert · MOUNTAINSIDE, NJ
Registration
CRD #2953843 · YORKVILLE ADVISORS GLOBAL, LP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 14
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
YORKVILLE ADVISORS GLOBAL, LP
CRD 165390 · SEC 801-126109
AUM
$323M
Regulatory assets under management
Employees
23
5 client accounts
Services offered by YORKVILLE ADVISORS GLOBAL, LP
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at YORKVILLE ADVISORS GLOBAL, LP →
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Frequently Asked Questions

What services does Mark A. Egert offer?
Mark A. Egert specializes in Retirement Planning. Contact their office in MOUNTAINSIDE, New Jersey for a consultation.
What are Mark A. Egert's credentials?
Mark A. Egert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark A. Egert located?
Mark A. Egert is based in MOUNTAINSIDE, New Jersey, working with YORKVILLE ADVISORS GLOBAL, LP. Their office serves clients in the MOUNTAINSIDE metropolitan area and surrounding communities.
How does Mark A. Egert charge for services?
Mark A. Egert's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: reimbursement of investment manager expenses. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is YORKVILLE ADVISORS GLOBAL, LP?
YORKVILLE ADVISORS GLOBAL, LP has approximately 23 employees and manages $323M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at YORKVILLE ADVISORS GLOBAL, LP

David Nmn Gonzalez
MOUNTAINSIDE, NJ
Matthew Jacob Beckman
MOUNTAINSIDE, NJ
Michael Albert Rosselli
MOUNTAINSIDE, NJ
Troy James Rillo
MOUNTAINSIDE, NJ
Edward Alan Schinik
MOUNTAINSIDE, NJ
Robert Nmn Munro
MOUNTAINSIDE, NJ

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