Claim Profile
ML

Mark M Lacuesta

AXS INVESTMENTS LLC·PORT CHESTER, New York
Unclaimed Profile
181 WESTCHESTER AVE., PORT CHESTER, NY 10573CRD# 4084845Firm CRD# 305714
01

About

Mark M Lacuesta is a registered financial advisor based in PORT CHESTER, New York, affiliated with AXS INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
AXS INVESTMENTS LLC
AXS INVESTMENTS LLC
AUM
$1.3B
Regulatory assets under management
Employees
16
Total firm employees
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4084845
Firm CRD# 305714
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PORT CHESTER?

Browse all registered financial advisors in PORT CHESTER, New York or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Mark M Lacuesta offer?
Mark M Lacuesta specializes in Investment Management, Fee-Only Advisory. Contact their office in PORT CHESTER, New York for a consultation.
What are Mark M Lacuesta's credentials?
Mark M Lacuesta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark M Lacuesta located?
Mark M Lacuesta is based in PORT CHESTER, New York, working with AXS INVESTMENTS LLC. Their office serves clients in the PORT CHESTER metropolitan area and surrounding communities.
How does Mark M Lacuesta charge for services?
Mark M Lacuesta'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 AXS INVESTMENTS LLC?
AXS INVESTMENTS LLC has approximately 16 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty