Mark Stevens is a registered investment advisor at Hartford Funds, based in Wayne, PA, with 26 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 76 clients with $140B 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
690 Lee Road, Wayne, PA, 19087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Hartford Funds
Hartford Funds Distributors, LLC
Hartford Funds Distributors, LLCBroker
Previous Registrations
Hartford Funds Management Company, LLC
Hartford Life Distributors, LLCBroker
Hartford Equity Sales Company INC.Broker
Invesmart Advisors INC
Invesmart Securities, LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations35 states
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