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Mark Stephen Seiler

Seiler & Associates, LLC

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About Mark Stephen Seiler

Mark Stephen Seiler is a registered Investment Advisor Representative associated with Seiler & Associates, LLC. Mark Stephen Seiler holds a Series 66 license. The firm provides financial planning and portfolio management services to both individuals and businesses. Mark Stephen Seiler also has a position with Seiler & Associates Certified Public Accountants, a CPA firm which provides accounting, estate planning, and tax preparation services. Mark Stephen Seiler expects to spend approximately 50% of his time working with accounting clients. Mark Stephen Seiler has been in the securities industry since June 1998.

Firm Information

Mark Seiler is currently registered with Seiler & Associates, LLC. Seiler & Associates, LLC is a Registered Investment Advisor that provides financial planning and portfolio management services to individuals, businesses, and high-net-worth clients. The firm manages over $54 million in assets and has a team of three investment advisor representatives.

$54.70M

Assets Under Management

Not reported

Total Clients

3

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 Seiler’s Registration & Firm History

CA

03/14/2001 - Present

Seiler & Associates, LLC (PASADENA CA)

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Licenses & Designations

BOTH

Issued 12/17/1999

Series 66 - Uniform Combined State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Stephen Seiler.
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