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Mark Tometich

PT Asset Management, LLC

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About Mark Tometich

Mark Tometich is a financial advisor with over 7 years of experience in the industry. Mark is currently registered with PT Asset Management, LLC in Illinois. Prior to joining PT Asset Management, LLC, Mark was employed by Charles Schwab & Co., Inc. Mark holds the Series 6, 7, 63 and 66 licenses, as well as the SIE exam.

Firm Information

Mark Tometich is currently registered with PT Asset Management, LLC. PT Asset Management, LLC, is a Chicago, IL based firm with a focus on investment advisory services. They manage approximately $7.00 billion in regulatory assets under management for 5 clients, primarily investment companies. The firm also offers portfolio management for businesses and individuals.
PT Asset Management, LLC

500 W. MADISON STREET

CHICAGO, IL 60661

$7.00B

Assets Under Management

Not reported

Total Clients

11

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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 Tometich’s Registration & Firm History

IL

10/18/2023 - Present

PT Asset Management, LLC (CHICAGO IL)

IL

05/28/2021 - 08/28/2023

CHARLES SCHWAB & CO., INC. (Schaumburg IL)

IL

07/03/2019 - 02/04/2021

NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)

IL

10/21/2015 - 07/01/2019

DWS DISTRIBUTORS, INC. (CHICAGO IL)

IL

06/01/2015 - 07/17/2015

INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)

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Licenses & Designations

BOTH

Issued 07/01/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/26/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Mark Tometich.
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