Mark Mandell

from Charles Lane Capital, LLC
SEC regulated
Regulated Investment Advisor
Mark Mandell is a financial advisor based in New York, New York, with 33 years of experience. Mark currently works for Charles Lane Capital, LLC. Mark 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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Mark Mandell works at Charles Lane Capital, LLC
Charles Lane Capital, LLC is a financial advisory firm based in New York, New York. It currently has approximately $33,533,969 of assets under management and employs about 2 people. Charles Lane Capital, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
11 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
26 Broadway, 3rd Floor, New York, New York, 10004

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