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Mark David Soloperto

Capital Analysts

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About Mark David Soloperto

Mark Soloperto is an investment advisor representative with Capital Analysts. Mark has been in the industry since March 15, 2010. Mark is registered to provide investment advisory services in Connecticut, Florida, Maine, Maryland, Massachusetts, Nevada, New Hampshire and Rhode Island. Mark is also registered with FINRA. Mark holds the Series 6, Series 63 and Series 65 licenses. Mark also holds the Securities Industry Essentials Examination (SIE) certification. Capital Analysts is an SEC-registered investment adviser headquartered in Fort Washington, Pennsylvania.

Firm Information

Mark Soloperto is currently registered with Capital Analysts. Capital Analysts, located in FORT WASHINGTON, PA, is a registered investment advisor with approximately $7,095,906,836 in regulatory assets under management. The firm offers investment advisory services to individuals, businesses, pension plans, and charitable organizations. Capital Analysts also participates in wrap fee programs.
Capital Analysts

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$7.10B

Assets Under Management

74

Total Clients

63

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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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Soloperto’s Registration & Firm History

MA

08/02/2022 - Present

Capital Analysts (Waltham MA)

RI

03/15/2010 - 10/30/2012

NYLIFE SECURITIES LLC (PROVIDENCE RI)

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Licenses & Designations

IA

Issued 07/19/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/01/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark David Soloperto.
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