Unclaimed Profile

Mark Daniel Sloss

WILDE CAPITAL MANAGEMENT, LLC·SUMMIT, New Jersey

SIE, Series 7, Series 24, Series 63, Series 66Clean record16 years registeredWILDE CAPITAL MANAGEMENT, LLC

60 MORRIS TURNPIKE, SUMMIT, NJ 07901CRD# 2498529Firm CRD# 281891

Profile Verification

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

Identity

Mark Daniel Sloss · SUMMIT, NJ

Registration

CRD #2498529 · WILDE CAPITAL MANAGEMENT, LLC · 16 years registered

Brand Profile

Not yet started

Career History

WILDE CAPITAL MANAGEMENT, LLC

Mar 2017 – present

CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC

Dec 2020 – Jan 2024

Branchburg, NJ

UBS FINANCIAL SERVICES INC.

Dec 2009 – Jun 2016

WEEHAWKEN, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · December 1, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WILDE CAPITAL MANAGEMENT, LLC

CRD 281891 · SEC 801-106891

AUM

$4M

Regulatory assets under management

Employees

20 client accounts

Services offered by WILDE CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WILDE CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Daniel Sloss offer?

Mark Daniel Sloss specializes in Investment Management, Fee-Only Advisory. Contact their office in SUMMIT, New Jersey for a consultation.

What are Mark Daniel Sloss's credentials?

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

Where is Mark Daniel Sloss located?

Mark Daniel Sloss is based in SUMMIT, New Jersey, working with WILDE CAPITAL MANAGEMENT, LLC. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.

How does Mark Daniel Sloss charge for services?

Mark Daniel Sloss's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WILDE CAPITAL MANAGEMENT, LLC?

WILDE CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $4M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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