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Brian Christopher Mark

ST. JAMES INVESTMENT ADVISORS, LLC·PORT JEFFERSON, New York
Unclaimed Profile
414 MAIN STREET, PORT JEFFERSON, NY 11777CRD# 3218604Firm CRD# 283880
01

About

Brian Christopher Mark is a registered financial advisor based in PORT JEFFERSON, New York, affiliated with ST. JAMES INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ST. JAMES INVESTMENT ADVISORS, LLC
ST. JAMES INVESTMENT ADVISORS, LLC
AUM
$69M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ST. JAMES INVESTMENT ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3218604
Firm CRD# 283880
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Christopher Mark offer?
Brian Christopher Mark specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORT JEFFERSON, New York for a consultation.
What are Brian Christopher Mark's credentials?
Brian Christopher Mark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Christopher Mark located?
Brian Christopher Mark is based in PORT JEFFERSON, New York, working with ST. JAMES INVESTMENT ADVISORS, LLC. Their office serves clients in the PORT JEFFERSON metropolitan area and surrounding communities.
How does Brian Christopher Mark charge for services?
Brian Christopher Mark'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 ST. JAMES INVESTMENT ADVISORS, LLC?
ST. JAMES INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $69M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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