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Mark Porcelli

Charles Schwab & CO., Inc.

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About Mark Porcelli

Mark Porcelli is a financial advisor currently registered with Charles Schwab & CO., Inc.. Mark has been in the financial services industry since 2007. Mark holds Series 6, 7, 63 and 66 licenses. Mark is a Certified Financial Planner (CFP®). Mark has previously worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, MML INVESTORS SERVICES, LLC, TEACHERS PERSONAL INVESTORS SERVICES, INC. and MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC.

Firm Information

Mark Porcelli is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Mark Porcelli’s Registration & Firm History

NJ

01/09/2022 - Present

Charles Schwab & CO., Inc. (New Jersey City NJ)

NY

08/07/2013 - 06/18/2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)

NY

12/02/2008 - 07/18/2013

MML INVESTORS SERVICES, LLC (NEW YORK NY)

NY

12/06/2001 - 10/08/2003

TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)

NY

09/19/2001 - 11/29/2001

MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/20/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/28/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2008

Series 7 - General Securities Representative Examination

BC

Issued 09/18/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Mark Porcelli.
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