Mark
Torres

Mayfield Advisors, Inc

CRD#6721304
Investment Advisor
in Palo Alto, CA

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About this Advisor

Mark Torres is a certified financial planner operating in Palo Alto, California with a total of 3 years of relevant experience. Torres works at Mayfield Advisors, Inc. Throughout their career, Torres has worked at The Vanguard Group, Inc, Irvin Abrahamson & Co, Ucla Extension Pfp Program, Ameriprise Financial, Morgan Stanley, Morgan Stanley Private Bank, N.A and Mayfield Advisors. Torres maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to serve investors in California. Mayfield Advisors, Inc is a registered investment company that has its headquarters in Palo Alto, CA. It controls $105 million in total assets across its 109 accounts, making it one of the mid-sized firms in the nation by assets under management. The firm serves one charities and foundations. Of its 109 client accounts, 53% are held by high-net-worth investors who have more than $1 million in assets available to invest. Mayfield Advisors, Inc performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advisory services largely vary depending on the type of financial services offered. Fee types charged by Mayfield Advisors, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

550 California Avenue Suite 100
Palo Alto, CA 94306-1404

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Mayfield Advisors, Inc Brokerage Details

Total Assets Under Management

$105,409,256

CA Average: $7,578,581,321
Total Number of Employees

4

CA Average: 43
Total Number of Accounts

109

CA Average: 3,727
Average Account Size

$967,057

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Mark Torres Work History

Mark has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Morgan Stanley Private Bank, N.A

2020 - Present (4 years)

Mayfield Advisors

2019 - Present (5 years)

Morgan Stanley

2016 - 2019 (3 years)

The Vanguard Group, Inc

2016 - 2016 (< 1 year)

Ameriprise Financial

2015 - 2016 (1 year)

Ucla Extension Pfp Program

2012 - 2015 (3 years)

Irvin Abrahamson & Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mark Torres to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mayfield Advisors, Inc

Mark Torres
Palo Alto, CA
Yu-Chi Peng-Lee
Palo Alto, CA
Christopher Torres
Palo Alto, CA
Lamberto Torres
Palo Alto, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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