Mark
Modzeleski
J. W. Cole Advisors, Inc
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About this Advisor
Mark Modzeleski is a financial advisor working in East Syracuse, New York who has 2 years of relevant experience. Modzeleski works at J. W. Cole Advisors, Inc. Modzeleski has gained experience at New England Securities, Massmutual, Mml Investors Services, LLC, J.W. Cole Financial, Inc and J.W. Cole Advisors, Inc. Modzeleski has a Series 63 license, which qualifies them as a securities representative, and is approved to work in New York. J. W. Cole Advisors, Inc is a business based out of Tampa, FL. It has offices in 388 locations and a total of 521 advisors. It has $5 billion in assets between its 24,060 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 27 charities and foundations. Of its 24,060 customer accounts, just 8% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial management depend on which services are provided. Fee types charged by J. W. Cole Advisors, Inc most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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J. W. Cole Advisors, Inc Brokerage Details
$4,854,030,147
521
24,060
$201,747
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Mark Modzeleski Work History
Mark has been registered as a financial advisor for 2 years.*
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Mml Investors Services, LLC
Massmutual
New England Securities
*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 Modzeleski 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 J. W. Cole Advisors, Inc
Tampa, FL
Tampa, FL
Metropolis, IL
Parkville, MD
Tampa, FL
Tampa, FL
Palm Bay, FL
Tampa, FL
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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