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Mark Wishnie

EQUATOR ENVIRONMENTAL, LLC·LOCUST VALLEY, New York
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63 FOREST AVENUE, LOCUST VALLEY, NY 11560CRD# 6000347Firm CRD# 159688
01

About

Mark Wishnie is a registered financial advisor based in LOCUST VALLEY, New York, affiliated with EQUATOR ENVIRONMENTAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
EQUATOR ENVIRONMENTAL, LLC
EQUATOR, LLC
AUM
$599M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at EQUATOR ENVIRONMENTAL, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6000347
Firm CRD# 159688
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Wishnie offer?
Mark Wishnie specializes in Retirement Planning, Wealth Management. Contact their office in LOCUST VALLEY, New York for a consultation.
What are Mark Wishnie's credentials?
Mark Wishnie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Wishnie located?
Mark Wishnie is based in LOCUST VALLEY, New York, working with EQUATOR ENVIRONMENTAL, LLC. Their office serves clients in the LOCUST VALLEY metropolitan area and surrounding communities.
How does Mark Wishnie charge for services?
Mark Wishnie's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EQUATOR ENVIRONMENTAL, LLC?
EQUATOR ENVIRONMENTAL, LLC is a registered investment adviser with the SEC, managing $599M in regulatory assets under management. See their Form ADV for full details.
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