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Mark Daniel Magarian

Pine Valley Investments

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About Mark Daniel Magarian

Mark Magarian is an investment advisor representative associated with Pine Valley Investments. Mark has been in the financial industry since 2010. Mark has been associated with Pine Valley Investments since 2022. Previous firms include Wells Fargo Clearing Services, LLC and UBS Financial Services Inc. Mark holds Series 7 and Series 66 licenses. Mark provides investment advice to individuals, businesses, investment companies and pooled investment vehicles. Mark's primary business is providing investment advice and financial planning.

Firm Information

Mark Magarian is currently registered with Pine Valley Investments. Pine Valley Investments is an investment advisor based in Marlton, NJ. The firm manages $1.74 billion in assets for a range of clients, including high-net-worth individuals, charitable organizations, pension plans, and pooled investment vehicles. The firm specializes in providing financial planning, portfolio management, and selection of other advisors. Pine Valley Investments is registered with the SEC.
Pine Valley Investments

10 E. STOW RD.

MARLTON, NJ 08053

$1.74B

Assets Under Management

20

Total Clients

26

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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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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percentage of assets

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

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Mark Magarian’s Registration & Firm History

TX

04/26/2023 - Present

Pine Valley Investments (San Antonio TX)

TX

03/11/2019 - 09/14/2022

WELLS FARGO CLEARING SERVICES, LLC (SAN ANTONIO TX)

TX

07/11/2014 - 03/20/2019

UBS FINANCIAL SERVICES INC. (SAN ANTONIO TX)

TX

06/23/2010 - 07/15/2014

MORGAN STANLEY (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 07/12/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Mark Daniel Magarian. Review regulatory record here.
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