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Adam Michael Mark

ADIRONDACK RETIREMENT SPECIALISTS, INC.·QUEENSBURY, New York
SIE, Series 6, Series 7, Series 63, Series 65CFPClean record15 years registeredADIRONDACK RETIREMENT SPECIALISTS, INC.
310 BAY ROAD, QUEENSBURY, NY 12804CRD# 5565839Firm CRD# 132345

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Michael Mark · QUEENSBURY, NY
Registration
CRD #5565839 · ADIRONDACK RETIREMENT SPECIALISTS, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Nov 2023 – present
WEALTH MANAGEMENT GROUP
Jan 2017 – Dec 2023
ROCHESTER, NY
AMERICAN PORTFOLIOS ADVISORS, INC
Nov 2010 – Aug 2020
HOLBROOK, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · November 30, 2010
Years registered · 15
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ADIRONDACK RETIREMENT SPECIALISTS, INC.
CRD 132345 · SEC 801-74527
AUM
$217M
Regulatory assets under management
Employees
6
995 client accounts
Services offered by ADIRONDACK RETIREMENT SPECIALISTS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ADIRONDACK RETIREMENT SPECIALISTS, INC. →
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05

Frequently Asked Questions

What services does Adam Michael Mark offer?
Adam Michael Mark specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in QUEENSBURY, New York for a consultation.
What are Adam Michael Mark's credentials?
Adam Michael Mark holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Adam Michael Mark located?
Adam Michael Mark is based in QUEENSBURY, New York, working with ADIRONDACK RETIREMENT SPECIALISTS, INC.. Their office serves clients in the QUEENSBURY metropolitan area and surrounding communities.
How does Adam Michael Mark charge for services?
Adam Michael 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 ADIRONDACK RETIREMENT SPECIALISTS, INC.?
ADIRONDACK RETIREMENT SPECIALISTS, INC. has approximately 6 employees and manages $217M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ADIRONDACK RETIREMENT SPECIALISTS, INC.

Sean Lewis Berger
QUEENSBURY, NY
CFP

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