Mark
Davis

Ascend Interplay, LLC

CRD#6819599
Investment Advisor
in New York, NY

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About this Advisor

Mark Davis is a financial advisor based in New York, New York, working with Ascend Interplay, LLC. Mark has previously held positions at Efinia LLC and Ascend Interplay LLC. Mark has passed the Series 65 regulatory exam and is registered to provide services in New York and Texas. Currently, Mark is part of Ascend Interplay, LLC, which operates out of New York, New York. The firm has 4 employees and manages assets totaling $172.7 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Ascend Interplay, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

110 Greene Street #1202
New York, NY 10012

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Ascend Interplay, LLC Brokerage Details

Total Assets Under Management

$172,721,124

NY Average: $7,464,549,021
Total Number of Employees

4

NY Average: 88
Total Number of Accounts

13

NY Average: 3,892
Average Account Size

$13,286,240

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Mark Davis Work History

2023 - Present (1 year)

Ascend Interplay LLC

2011 - Present (13 years)

Efinia LLC

Disclosures

Please visit the SEC profile of Mark Davis 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 Ascend Interplay, LLC

Chris Zhang
New York, NY
Mark Davis
New York, NY
Andrew Leahy
New York, NY
Miho Common
New York, NY

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