Mark
Zembo
Elevage Partners, LLC
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About this Advisor
Mark Zembo is a financial advisor based in Longmeadow, Massachusetts, working with Elevage Partners, LLC. Mark has previously held positions at Elevage Partners, LLC and Nationwide Investment Services Corporation. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona and Massachusetts. Currently, Mark is part of Elevage Partners, LLC, which operates out of Longmeadow, Massachusetts. The firm has 6 offices and 10 employees. The firm manages assets totaling $143.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. The fee structure at Elevage Partners, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Elevage Partners, LLC Brokerage Details
$143,776,268
10
1,140
$126,120
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Mark Zembo Work History
Elevage Partners, LLC
Nationwide Investment Services Corporation
Disclosures
Please visit the SEC profile of Mark Zembo 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 Elevage Partners, LLC
Reno, NV
Reno, NV
Indian Orchard, MA
Reno, NV
Longmeadow, MA
San Diego, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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