Mark Bailey
Mark Bailey is a registered investment advisor at Wells Fargo Advisors, based in Dewitt, NY, with 39 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5789 Widewaters Parkway Fl 1, [Office of Convenience], Dewitt, NY, 14221
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 owns 100% of BWCM, LLC DBA Bailey Financial Group, dedicating full-time hours to this investment-related business. He is also a financial advisor for Princeton Harriman Insurance Solutions, spending a few hours per week on insurance business.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Liberty Securities CorporationBroker
Invest Financial CorporationBroker
First Albany CorporationBroker
Prudential-Bache Securities INC.Broker
Shearson Lehman Hutton INC.Broker
Townsley Associates and Company, INC.Broker
State Registrations23 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.