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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Stephen Pelersi is an investment advisor representative with The Colony Group, LLC. Mark has been in the industry since 2022 and holds Series 7, Series 63, and Series 65 licenses. Mark specializes in providing financial planning, portfolio management, and insurance solutions to individuals, families, businesses, and charitable organizations. Mark's previous experience includes roles at Ayco a Goldman Sachs Company, Rockefeller Financial LLC, and Rockefeller Capital Management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
NY
09/09/2024 - Present
THE Colony Group, LLC (Albany NY)
BC
Issued 06/27/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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