Mark Paganelli
Mark Paganelli is a CFP, ChFC-designated registered investment advisor at Mark Andrew Paganelli, based in Pittsford, NY, with 43 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Planning: A comprehensive written plan covering various aspects of your financial life, including personal finances, taxes, investments, insurance, retirement, and estate planning.
- Consulting Services: Advice on specific financial topics such as estate planning or retirement planning.
Location
1250 Pittsford Victor Road, Bldg. 200, Suite 280, Pittsford, NY, 14534
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is a co-owner of RFG Associates, LLC, spending nearly full-time on securities, advisory, and insurance business. He also serves as a trustee for multiple trusts and is a licensed agent with Consiliarium Group LLC, in addition to fixed insurance sales, each taking about 10-20% of his time.
Employment History
Current Registrations
Mark Andrew Paganelli
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Hornor, Townsend & Kent, INC.
Integrated Resources Equity CorporationBroker
Hornor, Townsend & Kent, INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.