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Mark Steven Rushwald

RUSHWALD, MARK STEVEN·TOMS RIVER, New Jersey
SIE, Series 1, Series 63CFPClean record21 years registeredRUSHWALD, MARK STEVEN
700 HOOPER AVENUE, TOMS RIVER, NJ 08753CRD# 407433Firm CRD# 125205

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Steven Rushwald · TOMS RIVER, NJ
Registration
CRD #407433 · RUSHWALD, MARK STEVEN · 21 years registered
Brand Profile
Not yet started
01

Career History

RUSHWALD, MARK STEVEN
Oct 2004 – present
COMMONWEALTH FINANCIAL NETWORK
Jan 2005 – Jul 2017
TOMS RIVER, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 63
Registration record
First registered · October 27, 2004
Years registered · 21
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RUSHWALD, MARK STEVEN
CRD 125205 · SEC 801-68883
AUM
$31M
Regulatory assets under management
Employees
1
78 client accounts
Services offered by RUSHWALD, MARK STEVEN
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RUSHWALD, MARK STEVEN →
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05

Frequently Asked Questions

What services does Mark Steven Rushwald offer?
Mark Steven Rushwald specializes in Financial Planning, Investment Management. Contact their office in TOMS RIVER, New Jersey for a consultation.
What are Mark Steven Rushwald's credentials?
Mark Steven Rushwald holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Mark Steven Rushwald located?
Mark Steven Rushwald is based in TOMS RIVER, New Jersey, working with RUSHWALD, MARK STEVEN. Their office serves clients in the TOMS RIVER metropolitan area and surrounding communities.
How does Mark Steven Rushwald charge for services?
Mark Steven Rushwald's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RUSHWALD, MARK STEVEN?
RUSHWALD, MARK STEVEN has approximately 1 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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