Unclaimed Profile

Mark Steven Weiskind

FAIRWAY WEALTH LLC·INDEPENDENCE, Ohio

Series 63, Series 65Clean record25 years registeredFAIRWAY WEALTH LLC

6055 ROCKSIDE WOODS BLVD., INDEPENDENCE, OH 44131CRD# 3029504Firm CRD# 311031

Profile Verification

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

Identity

Mark Steven Weiskind · INDEPENDENCE, OH

Registration

CRD #3029504 · FAIRWAY WEALTH LLC · 25 years registered

Brand Profile

Not yet started

Career History

FAIRWAY WEALTH MANAGEMENT LLC

Dec 2020 – present

FAIRWAY WEALTH MANAGEMENT LLC

Jan 2003 – Dec 2020

INDEPENDENCE, OH

DELOITTE & TOUCHE INVESTMENT ADVISORS LLC

Jun 2001 – Jun 2002

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · June 7, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FAIRWAY WEALTH LLC

CRD 311031 · SEC 801-119777

AUM

$2.3B

Regulatory assets under management

Employees

272 client accounts

Services offered by FAIRWAY WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FAIRWAY WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Mark Steven Weiskind offer?

Mark Steven Weiskind specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDEPENDENCE, Ohio for a consultation.

What are Mark Steven Weiskind's credentials?

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

Where is Mark Steven Weiskind located?

Mark Steven Weiskind is based in INDEPENDENCE, Ohio, working with FAIRWAY WEALTH LLC. Their office serves clients in the INDEPENDENCE metropolitan area and surrounding communities.

How does Mark Steven Weiskind charge for services?

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

How large is FAIRWAY WEALTH LLC?

FAIRWAY WEALTH LLC has approximately 20 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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