Unclaimed Profile

Mark Steven Fogel

ACRES CAPITAL, LLC·UNIONDALE, New York

Clean recordACRES CAPITAL, LLC

390 RXR PLAZA, UNIONDALE, NY 11556CRD# 6550222Firm CRD# 281190

Profile Verification

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

Identity

Mark Steven Fogel · UNIONDALE, NY

Registration

CRD #6550222 · ACRES CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mark Steven Fogel is a registered financial advisor based in UNIONDALE, New York, affiliated with ACRES CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ACRES CAPITAL, LLC

ACRES

AUM

$3.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ACRES CAPITAL, LLC →

Services

Pension consulting

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 6550222

Firm CRD# 281190

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mark Steven Fogel offer?

Mark Steven Fogel specializes in Retirement Planning, Wealth Management. Contact their office in UNIONDALE, New York for a consultation.

What are Mark Steven Fogel's credentials?

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

Where is Mark Steven Fogel located?

Mark Steven Fogel is based in UNIONDALE, New York, working with ACRES CAPITAL, LLC. Their office serves clients in the UNIONDALE metropolitan area and surrounding communities.

How does Mark Steven Fogel charge for services?

Mark Steven Fogel's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACRES CAPITAL, LLC?

ACRES CAPITAL, LLC has approximately 37 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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