MK
MK

Mark Kuperstock

20 Years of Experience
Vista, CA

Mark Kuperstock is a registered investment advisor at Mkam Etf LLC, based in Vista, CA, with 20 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients with $7.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$7.9M
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Mark is the Managing Member and Chief Compliance Officer of Mulholland & Kuperstock Asset Management, LLC, dedicating approximately 60% of his time to this role. He is also the Principal and Chief Compliance Officer of MKAM ETF LLC, spending about 40% of his time on this business.

Employment History
Current Registrations
Mkam Etf LLC
April 2023 - Present · 3 yrs 1 mo
Mulholland & Kuperstock Asset Management, LLC
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Gsg Capital Advisors, LLC
November 2010 - May 2019 · 8 yrs 6 mos
UBS Financial Services INC.
May 2004 - May 2009 · 5 yrs
State Registrations3 states
CANVTX
Advisor

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.

Exams
No exam information available for this advisor.
Mark Kuperstock - Financial Advisor | TrueAdvisor