Mark
Ceraso

Bpu Investment Management Inc

CRD#1520543
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Mark Ceraso is a certified financial planner working out of Pittsburgh, Pennsylvania, with a total of 21 years of professional experience. Ceraso is an advisor for Bpu Investment Management Inc. They have spent their whole time as a financial advisor at Bpu Investment Management Inc. Ceraso has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Bpu Investment Management Inc is a financial advisory company based out of Pittsburgh, Pennsylvania. It has offices in four locations and a total of 31 people on staff. It oversees $541 million in assets among its 1,855 accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 1,855 client accounts, just 10% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Bpu Investment Management Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which service is offered. Fees charged by Bpu Investment Management Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

One Oxford Centre Suite 3300
Pittsburgh, PA 15219

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Bpu Investment Management Inc Brokerage Details

Total Assets Under Management

$517,116,882

PA Average: $15,833,994,310
Total Number of Employees

24

PA Average: 41
Total Number of Accounts

1,932

PA Average: 3,342
Average Account Size

$267,659

PA Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Mark Ceraso Work History

Mark has 21 years of experience.

1997 - Present (22 years)

Bpu Investment Management Inc

Disclosures

Mark Ceraso has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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