Unclaimed Profile

Mark Patrick Flaherty

US ASSET MANAGEMENT, LLC·PITTSBURGH, Pennsylvania

Series 7, Series 24, Series 63, Series 6517 years registeredUS ASSET MANAGEMENT, LLC

503 MARTINDALE STREET, 7TH FLOOR, PITTSBURGH, PA 15212CRD# 2030161Firm CRD# 124234

Profile Verification

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

Identity

Mark Patrick Flaherty · PITTSBURGH, PA

Registration

CRD #2030161 · US ASSET MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: US ASSET MANAGEMENT, LLC

US ASSET MANAGEMENT, LLC

May 2017 – May 2019

PITTSBURGH, PA

CAMERON CAPITAL MANAGEMENT LLC

Jun 2009 – Mar 2012

RADNOR, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · June 16, 2009

Years registered · 17

Disclosure History

1994Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

US ASSET MANAGEMENT, LLC

CRD 124234 · SEC 801-61680

AUM

$467M

Regulatory assets under management

Employees

52 client accounts

Services offered by US ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at US ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Patrick Flaherty offer?

Mark Patrick Flaherty specializes in Investment Management, Wealth Management.

What are Mark Patrick Flaherty's credentials?

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

Where is Mark Patrick Flaherty located?

Mark Patrick Flaherty is based in PITTSBURGH, Pennsylvania, last registered with US ASSET MANAGEMENT, LLC.

How does Mark Patrick Flaherty charge for services?

Mark Patrick Flaherty's firm is compensated through percentage of aum, other: fee sharing arrangement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is US ASSET MANAGEMENT, LLC?

US ASSET MANAGEMENT, LLC has approximately 6 employees and manages $467M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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