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Mark Edward Vincent

Stonebrook Capital Management, Inc.

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About Mark Edward Vincent

Mark Edward Vincent is an investment advisor representative with Stonebrook Capital Management, Inc.. Mark has been in the industry since June 2001. Mark has a Series 7, Series 63 and Series 65 licenses and is registered in California, Colorado and Illinois. Mark is a Chartered Financial Analyst and specializes in providing financial planning, portfolio management for businesses and portfolio management for individuals.

Firm Information

Mark Vincent is currently registered with Stonebrook Capital Management, Inc.. Stonebrook Capital Management, Inc. is an investment advisory firm that provides portfolio management for individuals and businesses. They also offer financial planning services. The firm manages approximately $67.72 million in assets for approximately 210 clients, including individuals, charitable organizations, and other investment advisors.

$67.72M

Assets Under Management

Not reported

Total Clients

1

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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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 Vincent’s Registration & Firm History

IL

09/20/2001 - Present

Stonebrook Capital Management, Inc. (OAK PARK IL)

FL

06/13/2002 - 11/24/2003

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 07/26/2002

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/17/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/12/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Edward Vincent.
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