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Mark James Schulte

Bengur Bryan & CO., Inc.

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About Mark James Schulte

Mark James Schulte is a registered representative with Bengur Bryan & Co., Inc. in Baltimore, MD. Mark has been in the securities industry since October 26, 2000. Mark has passed the Series 7, Series 24, Series 63, Series 79TO and SIE exams. Mark has previous experience with firms including Rose & Co. Capital Advisors, LLC, Cowen and Company, Cowen Securities LLC, Seabury Securities LLC, K-One Investment Company, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Mark Schulte is currently registered with Bengur Bryan & CO., Inc.. Bengur Bryan & CO., Inc. is a corporation approved in Maryland on June 2, 1991. The firm is registered with the SEC and the state of Maryland.

Not reported

Assets Under Management

Not reported

Total Clients

21

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.

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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Mark Schulte’s Registration & Firm History

MD

08/10/2022 - Present

Bengur Bryan & CO., Inc. (BALTIMORE MD)

NY

09/25/2018 - 04/26/2022

ROSE & CO. CAPITAL ADVISORS, LLC (NEW YORK NY)

NY

05/08/2013 - 10/27/2017

COWEN AND COMPANY (NEW YORK NY)

NY

07/22/2008 - 05/30/2013

COWEN SECURITIES LLC (NEW YORK NY)

NY

03/02/2006 - 04/28/2008

SEABURY SECURITIES LLC (NEW YORK NY)

AR

03/23/2004 - 02/24/2006

K-ONE INVESTMENT COMPANY, INC. (FORT SMITH AR)

NY

04/25/1997 - 02/26/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/18/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/1997

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark James Schulte.
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