Mark
Cecchini
Compound Advisers, Inc
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About this Advisor
Mark Cecchini is a certified financial planner working out of Philadelphia, Pennsylvania, with 1 year of relevant experience. Cecchini works at Compound Advisers, Inc. During their career, the advisor has held roles at Sullivan, Bruyette, Speros & Blayney, LLC, Wegmans Food Markets, Virginia Tech, Aspiriant, LLC, Facet Wealth, Aspiriant LLC, Catalyst Wealth Advisors, LLC, Wegmans Food Markets, Inc, Rockwood Wealth Management LLC, Rockwood Wealth Management, Pylon Inc and Compound Advisers. Cecchini can serve investors in California. Compound Advisers, Inc is a registered investment company that has its headquarters in San Francisco, CA. The company has a total of 55 financial advisors. It handles $317 million in assets across its 339 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 339 accounts, 42% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management typically depend on which services are provided. Fees charged by Compound Advisers, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Compound Advisers, Inc Brokerage Details
$316,852,631
55
339
$934,669
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Mark Cecchini Work History
Mark has been registered as a financial advisor for 1 years.*
Compound Advisers
Pylon Inc
Rockwood Wealth Management LLC
Rockwood Wealth Management
Catalyst Wealth Advisors, LLC
Facet Wealth
Aspiriant, LLC
Aspiriant LLC
Sullivan, Bruyette, Speros & Blayney, LLC
Wegmans Food Markets, Inc
Virginia Tech
Wegmans Food Markets
Wegmans Food Markets
*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 Cecchini 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 Compound Advisers, Inc
San Francisco, CA
Malibu, CA
San Francisco, CA
Boonton, NJ
Oakland, CA
San Francisco, CA
San Francisco, CA
Mercer Island, WA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
