Mark
Purcell

Certuity, LLC

CRD#7397446
Investment Advisor
in North Palm Beach, FL

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About this Advisor

Mark Purcell is a financial advisor operating out of North Palm Beach, Florida with 2 years of relevant experience. Purcell is on the advisory team at Certuity, LLC. During their career, the advisor has held roles at The Boathouse, Vineyard Golf Club, We Are Unlimited, C-Space, Dwyer High School, Syracuse University and Camden Capital, LLC. Purcell holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in California. Certuity, LLC is a financial advisory business that has its headquarters in North Palm Beach, FL. The firm has offices in five locations and a total of 32 people on staff. It has $4 billion in assets under management among its 3,774 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 3,774 customer accounts, 80% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Certuity, LLC has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Financial advisory fee schedules usually depend on the services offered. Fees billed by Certuity, LLC likely are comprised of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1295 Us Highway One Third Floor
North Palm Beach, FL 33408

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Certuity, LLC Brokerage Details

Total Assets Under Management

$3,641,794,448

FL Average: $1,855,561,029
Total Number of Employees

32

FL Average: 62
Total Number of Accounts

3,774

FL Average: 2,474
Average Account Size

$964,969

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Mark Purcell Work History

Mark has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Camden Capital, LLC

2019 - 2019 (< 1 year)

C-Space

2018 - 2018 (< 1 year)

We Are Unlimited

2016 - 2020 (4 years)

Syracuse University

2013 - 2017 (4 years)

The Boathouse

2013 - 2017 (4 years)

Vineyard Golf Club

2012 - 2016 (4 years)

Dwyer High School

*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 Purcell 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 Certuity, LLC

James Ouderkirk
Cincinnati, OH
Dylan Kremer
Chicago, IL
Richard Bursek
North Palm Beach, FL
Mark Purcell
North Palm Beach, FL
Jacob Levine
North Palm Beach, FL
Chloe Sandler
North Palm Beach, FL
Constantine Hatzivassiliou
North Palm Beach, FL
Devon Galindo
Santa Monica, 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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