Unclaimed Profile

Mark Sterling Reid

FMF&E WEALTH MANAGEMENT, LLC·SYRACUSE, New York

Clean recordFMF&E WEALTH MANAGEMENT, LLC

125 EAST JEFFERSON STREET, SYRACUSE, NY 13202CRD# 5485578Firm CRD# 125721

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Sterling Reid · SYRACUSE, NY

Registration

CRD #5485578 · FMF&E WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mark Sterling Reid is a registered financial advisor based in SYRACUSE, New York, affiliated with FMF&E WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

FMF&E WEALTH MANAGEMENT, LLC

AUM

$358M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FMF&E WEALTH MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5485578

Firm CRD# 125721

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mark Sterling Reid offer?

Mark Sterling Reid specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SYRACUSE, New York for a consultation.

What are Mark Sterling Reid's credentials?

Mark Sterling Reid is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Sterling Reid located?

Mark Sterling Reid is based in SYRACUSE, New York, working with FMF&E WEALTH MANAGEMENT, LLC. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.

How does Mark Sterling Reid charge for services?

Mark Sterling Reid'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 FMF&E WEALTH MANAGEMENT, LLC?

FMF&E WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $358M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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