Mark Beardi is a CFP-designated registered investment advisor, based in Amherst, NY, with 15 years of industry experience.
Location
1408 Sweet Home Rd., Ste. 6, Amherst, NY, 14228
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 works as an agent in insurance/benefits/human resources, dedicating minimal time. He is also an IAR for SY Associates LLC and an advisory representative of a RIA for CIRA, dedicating full-time hours to each.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Invest Financial CorporationBroker
Park Avenue Securities LLCBroker
Sandler, O'neill & Partners, L.P.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 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.