Unclaimed Profile

Mark William Giovanniello

KATAMA GP LLC·CONSHOHOCKEN, Pennsylvania

Clean record23 years registeredKATAMA GP LLC

161 WASHINGTON STREET, CONSHOHOCKEN, PA 19428CRD# 4658052Firm CRD# 165128

Profile Verification

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

Identity

Mark William Giovanniello · CONSHOHOCKEN, PA

Registration

CRD #4658052 · KATAMA GP LLC · 23 years registered

Brand Profile

Not yet started

Career History

COPELAND CAPITAL MANAGEMENT, LLC

Aug 2009 – present

RORER ASSET MANAGEMENT LLC

Mar 2006 – Jul 2009

CONSHOHOCKEN, PA

THE COLONY GROUP, LLC

May 2003 – Jan 2006

BOSTON, MA

Registrations & Exams

Registration record

First registered · May 12, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Introduction

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Frequently Asked Questions

What services does Mark William Giovanniello offer?

Mark William Giovanniello is a registered financial advisor in CONSHOHOCKEN, Pennsylvania. Contact their office for details on services offered.

What are Mark William Giovanniello's credentials?

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

Where is Mark William Giovanniello located?

Mark William Giovanniello is based in CONSHOHOCKEN, Pennsylvania, working with KATAMA GP LLC. Their office serves clients in the CONSHOHOCKEN metropolitan area and surrounding communities.

How large is KATAMA GP LLC?

KATAMA GP LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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