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Adam Michael Mark

ADIRONDACK RETIREMENT SPECIALISTS, INC.·QUEENSBURY, New York
Clean recordADIRONDACK 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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 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.
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