Mark Colgan is a CFP-designated registered investment advisor, based in Pittsford, NY, with 32 years of industry experience.
Location
179 Sully's Trail, Ste 302, Pittsford, NY, 14534
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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 sells fixed insurance as an agent at the branch location. He is also the 100% owner of Colgan Capital, LLC, created to operate a securities business, and Plan Your Legacy, LLC, created to offer legacy planning tools/solutions.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Ensemble Financial Services, INC.
Ensemble Financial Services, INC.Broker
Ensemble Financial Services, INC.
Mcdonald Investments INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations18 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.