Christopher
Marks
Sterling Investment Counsel, LLC
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About this Advisor
Christopher Marks is a financial advisor based in Buffalo, New York, working with Sterling Investment Counsel, LLC. Christopher has previously held positions at Sii Investments, Inc, Jensen, Marks, Langer & Vance Comprehensive Wealth Planning LLC, Lpl Financial LLC, and Sterling Investment Counsel, LLC. Christopher has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in New York and Texas. Currently, Christopher is part of Sterling Investment Counsel, LLC, which operates out of Buffalo, New York. The firm has 9 employees and manages assets totaling $656.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Sterling Investment Counsel, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sterling Investment Counsel, LLC Brokerage Details
$656,830,294
9
1,939
$338,747
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Christopher Marks Work History
Lpl Financial LLC
Sterling Investment Counsel, LLC
Jensen, Marks, Langer & Vance Comprehensive Wealth Planning LLC
Sii Investments, Inc
Disclosures
Please visit the SEC profile of Christopher Marks 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 Sterling Investment Counsel, LLC
Buffalo, NY
Buffalo, NY
Buffalo, NY
Buffalo, NY
Buffalo, NY
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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