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Samuel Adam Mark

POETIC GROUP LLC·NEW ROCHELLE, New York
SIE, Series 7, Series 63Clean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
POETIC GROUP LLC
CRD 293886 · SEC 801-117375
AUM
$427M
Regulatory assets under management
Employees
10
5 client accounts
Services offered by POETIC GROUP LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at POETIC GROUP LLC →
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04

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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Other Advisors at POETIC GROUP LLC

Seth Daniel Cohn
NEW ROCHELLE, NY

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