Mark
Salerno
Wealthedge Investment Advisors LLC
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About this Advisor
Mark Salerno is a certified financial planner based out of New York, New York with 2 years of industry experience. Salerno is an employee of Wealthedge Investment Advisors LLC. Over the course of their career, they have held roles at United Planners' Financial Services Of America, Genisis Financial Advisory Services. LLC, Mark Salerno Independent Insurance Agent, First Liberties Financial and Wealthedge Investment Advisors. Salerno holds a Series 63 license, which qualifies them as a securities representative, and is registered to serve investors in New York. Wealthedge Investment Advisors LLC is an advisory company headquartered in New York, NY. It has $250 million in assets under management among its 600 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm serves two charitable organizations. Of its 600 accounts, 17% are associated with high-net-worth investors who have more than $1 million in assets. The company offers a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on the type of financial services. Fees charged by Wealthedge Investment Advisors LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthedge Investment Advisors LLC Brokerage Details
$250,378,758
4
600
$417,298
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Mark Salerno Work History
Mark has been registered as a financial advisor for 2 years.*
Wealthedge Investment Advisors
Mark Salerno Independent Insurance Agent
First Liberties Financial
United Planners' Financial Services Of America
Genisis Financial Advisory Services. LLC
*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 Salerno 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 Wealthedge Investment Advisors LLC
New York, NY
New York, NY
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.
