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Mark H Sladkus

RED Lighthouse Investment Management, LLC

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About Mark H Sladkus

Mark Sladkus is an investment advisor representative associated with RED Lighthouse Investment Management, LLC. Mark has been in the industry since 1979. Mark's career spans multiple firms, including MORGAN STANLEY & CO., INCORPORATED and SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED. Mark is registered with the state of New York and holds the Series 7 and Series 65 licenses. RED Lighthouse Investment Management, LLC provides advisory services to individuals and corporations, including financial planning, portfolio management, and investment consulting. Mark specializes in assisting individuals and charitable organizations with their financial planning and investment needs.

Firm Information

Mark Sladkus is currently registered with RED Lighthouse Investment Management, LLC. RED Lighthouse Investment Management, LLC is an investment advisor registered with the SEC. The firm provides financial planning and portfolio management for individuals and businesses, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. RED Lighthouse manages approximately $524.75 million in assets for 399 accounts. The firm has two investment advisor representatives.

$524.75M

Assets Under Management

Not reported

Total Clients

2

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 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 Sladkus’s Registration & Firm History

NY

04/20/2021 - Present

RED Lighthouse Investment Management, LLC (NEW YORK NY)

NY

10/21/1982 - 08/29/2000

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NA

10/12/1982 - 12/23/1998

MORGAN STANLEY & CO., INCORPORATED

NA

11/23/1979 - 07/30/1982

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED

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Licenses & Designations

IA

Issued 09/27/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/17/1979

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark H Sladkus.
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