Mark
Fiskio
Empirical Asset Management, LLC
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About this Advisor
Mark Fiskio is a financial advisor working in Wellesley, Massachusetts who has 11 years of relevant experience. Fiskio is an employee of Empirical Asset Management, LLC. Throughout their career, Fiskio has worked at Empirical Asset Management, LLC, Herbert J Sims & Co and Race Rock Capital LLC. Fiskio maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts and Texas. Empirical Asset Management, LLC is a registered investment company based in Wellesley, MA. It has offices in four locations and a total of 11 employees. It controls $290 million in total assets among its 1,044 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,044 client accounts, 46% are associated with high-net-worth clients who have more than $1 million in assets. The company offers a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules typically vary depending on which service is offered. Fees billed by Empirical Asset Management, LLC can include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Empirical Asset Management, LLC Brokerage Details
$290,243,469
11
1,044
$278,011
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Mark Fiskio Work History
Mark has been registered as a financial advisor for 11 years.*
Race Rock Capital LLC
Empirical Asset Management, LLC
Herbert J Sims & 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 Fiskio 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 Empirical Asset Management, LLC
Wellesley, MA
Wellesley, MA
Wellesley, MA
Wellesley, MA
Natick, MA
Wellesley, MA
Wellesley, MA
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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