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Mark Arnold Crivaro

Wealth Management Associates, Inc.

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About Mark Arnold Crivaro

Mark Crivaro is an investment advisor representative at Wealth Management Associates, Inc., where Mark has been employed since December 2000. Mark has been registered as a securities broker and an investment advisor representative in New Jersey since July 2002. Mark has also been registered in 9 other states. Mark provides financial planning services, retirement income projections, portfolio management, and investment advice to individuals, families, and businesses. Mark's primary focus is on helping clients reach their long-term financial goals.

Firm Information

Mark Crivaro is currently registered with Wealth Management Associates, Inc.. Wealth Management Associates, Inc. is an investment advisor based in Cherry Hill, New Jersey. They manage over $555 million in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension plans. The firm offers a range of services, including financial planning, portfolio management, and pension consulting. They are registered with the SEC and have a total of 16 investment advisory professionals on staff.
Wealth Management Associates, Inc.

1909 ROUTE 70 EAST

CHERRY HILL, NJ 08003

$555.26M

Assets Under Management

53

Total Clients

15

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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other

Solicitor/referral fees

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Mark Crivaro’s Registration & Firm History

NJ

07/23/2002 - Present

Wealth Management Associates, Inc. (CHERRY HILL NJ)

NJ

11/20/2000 - 06/14/2024

SECURITIES AMERICA, INC. (CHERRY HILL NJ)

MO

07/09/1996 - 11/17/2000

FFP SECURITIES, INC. (CHESTERFIELD MO)

MN

02/23/1996 - 07/24/1996

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

02/23/1996 - 07/24/1996

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 11/20/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/15/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Arnold Crivaro.
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