Unclaimed Profile

Mark Andrew Mihalik

ST. CLAIR ADVISORS, LLC·MAYFIELD HEIGHTS, Ohio

Clean record15 years registeredST. CLAIR ADVISORS, LLC

6120 PARKLAND BLVD., MAYFIELD HEIGHTS, OH 44124CRD# 5951403Firm CRD# 155064

Profile Verification

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

Identity

Mark Andrew Mihalik · MAYFIELD HEIGHTS, OH

Registration

CRD #5951403 · ST. CLAIR ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ST. CLAIR ADVISORS, LLC

ST. CLAIR ADVISORS, LLC

Feb 2012 – Dec 2020

MAYFIELD HEIGHTS, OH

ALTUS WEALTH ADVISORS, LLC

Jul 2011 – Dec 2011

MAYFIELD HEIGHTS, OH

Registrations & Exams

Registration record

First registered · July 8, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ST. CLAIR ADVISORS, LLC

CRD 155064 · SEC 801-71857

AUM

$872M

Regulatory assets under management

Employees

536 client accounts

Services offered by ST. CLAIR ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ST. CLAIR ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Andrew Mihalik offer?

Mark Andrew Mihalik specializes in Financial Planning, Investment Management.

What are Mark Andrew Mihalik's credentials?

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

Where is Mark Andrew Mihalik located?

Mark Andrew Mihalik is based in MAYFIELD HEIGHTS, Ohio, last registered with ST. CLAIR ADVISORS, LLC.

How does Mark Andrew Mihalik charge for services?

Mark Andrew Mihalik's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ST. CLAIR ADVISORS, LLC?

ST. CLAIR ADVISORS, LLC has approximately 12 employees and manages $872M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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