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Mark Alan Suhay

Cornerstone Asset Management Services, Inc.

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About Mark Alan Suhay

Mark Suhay is an investment advisor representative at Cornerstone Asset Management Services, Inc. located in Broadview Heights, Ohio. Mark has been in the financial services industry since 1982. Mark is registered with the state of Ohio and Florida. Cornerstone Asset Management Services, Inc. is a registered investment advisor that provides financial planning, portfolio management for individuals, and selection of other advisers services.

Firm Information

Mark Suhay is currently registered with Cornerstone Asset Management Services, Inc.. Cornerstone Asset Management Services, Inc. is a Registered Investment Advisor headquartered in [main office location, if available]. They provide financial planning and portfolio management services to high-net-worth individuals and other individuals. The firm manages approximately $30 million in assets for 450 clients.

$30.02M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Suhay’s Registration & Firm History

OH

10/09/2007 - Present

Cornerstone Asset Management Services, Inc. (BROADVIEW HEIGHTS OH)

OH

05/14/1985 - 07/13/2007

FINANCIAL AMERICA SECURITIES, INC. (CLEVELAND OH)

NA

02/26/1982 - 04/14/1986

DALEY & COMPANY

NA

02/25/1985 - 04/30/1985

DALEY SECURITIES, INC.

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Licenses & Designations

BC

Issued 11/06/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 01/16/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Alan Suhay.
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