MH
Mark Herskovitz
from Equilibrium Wealth LLC
Mark Herskovitz is a financial advisor based in New York, New York,
with 41 years of experience. Mark currently works for
Equilibrium Wealth LLC.
Mark maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined 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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Mark Herskovitz works at Equilibrium Wealth LLC
Equilibrium Wealth LLC is a financial advisory firm based in New York, New York. It currently has approximately $81,816,589 of assets under management and employs about 5 people. Equilibrium Wealth LLC 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 Combined State Law Examination (S66)
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
45 Rockefeller Plaza, 2oth Floor, New York, New York, 10111
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