Adam Mark

from Wealth Management Group
SEC regulated
Regulated Investment Advisor
Adam Mark is a financial advisor based in New York, Rochester, with 16 years of experience. Adam currently works for Wealth Management Group. Adam maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Adam Mark works at Wealth Management Group
Wealth Management Group is a financial advisory firm based in Rochester, New York. It currently has approximately $103,089,511 of assets under management and employs about 5 people. Wealth Management Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
9 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2000 Winton Rd. So., Building 4a Suite 206, Rochester, New York, 14618

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