Unclaimed Profile

Samuel Adam Mark

POETIC GROUP LLC·NEW ROCHELLE, New York

Clean recordPOETIC GROUP LLC

173 HUGUENOT STREET, NEW ROCHELLE, NY 10801CRD# 6227091Firm CRD# 293886

Profile Verification

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

Identity

Samuel Adam Mark · NEW ROCHELLE, NY

Registration

CRD #6227091 · POETIC GROUP LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Samuel Adam Mark is a registered financial advisor based in NEW ROCHELLE, New York, affiliated with POETIC GROUP LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

POETIC GROUP LLC

AUM

$427M

Regulatory assets under management

Employees

Total firm employees

View all advisors at POETIC GROUP LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6227091

Firm CRD# 293886

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Frequently Asked Questions

What services does Samuel Adam Mark offer?

Samuel Adam Mark specializes in Retirement Planning. Contact their office in NEW ROCHELLE, New York for a consultation.

What are Samuel Adam Mark's credentials?

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

Where is Samuel Adam Mark located?

Samuel Adam Mark is based in NEW ROCHELLE, New York, working with POETIC GROUP LLC. Their office serves clients in the NEW ROCHELLE metropolitan area and surrounding communities.

How does Samuel Adam Mark charge for services?

Samuel Adam Mark's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is POETIC GROUP LLC?

POETIC GROUP LLC has approximately 10 employees and manages $427M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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