AdvisorOS Directory
Claim Profile
AM

Adam Michael Mark

ADIRONDACK RETIREMENT SPECIALISTS, INC.·QUEENSBURY, New York
Unclaimed Profile
310 BAY ROAD, QUEENSBURY, NY 12804CRD# 5565839Firm CRD# 132345
01

About

Adam Michael Mark is a registered financial advisor based in QUEENSBURY, New York, affiliated with ADIRONDACK RETIREMENT SPECIALISTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ADIRONDACK RETIREMENT SPECIALISTS, INC.
ADIRONDACK RETIREMENT SPECIALISTS
AUM
$217M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ADIRONDACK RETIREMENT SPECIALISTS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5565839
Firm CRD# 132345
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in QUEENSBURY?

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

Browse QUEENSBURY AdvisorsAre you this advisor? Claim profile

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 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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in QUEENSBURY
Sean Lewis Berger — ADIRONDACK RETIREMENT SPECIALISTS, INC.Christopher Bradford Roop — SOLID POINT WEALTH ADVISORS, LLCAntony John Desorbo — SOLID POINT WEALTH ADVISORS, LLCBryan Lee Burdick — SOLID POINT WEALTH ADVISORS, LLCMichael Bristol — SOLID POINT WEALTH ADVISORS, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile