MF
CFP
MF
CFP

Mark Feigenbaum

27 Years of Experience
Stoneham, MA
BrokerSells Insurance

Mark Feigenbaum is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Stoneham, MA, with 27 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

91 Montvale Ave, Stoneham, MA, 02180

Get directions

History

Regulatory History
Clean regulatory record

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 is an independent insurance agent selling disability, fixed annuities, life/accident/health, and long-term care insurance, dedicating a few hours per week. He also owns residential rental property and is an investment advisor representative for Winchester Financial Group, spending about a quarter of his time on investments, advisory services, and financial planning.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
September 2013 - Present · 12 yrs 8 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Tower Square Securities, INC.
July 2004 - September 2013 · 9 yrs 2 mos
Tower Square Securities, INC.Broker
June 2004 - September 2013 · 9 yrs 3 mos
Hornor, Townsend & Kent, INC.
January 2002 - June 2004 · 2 yrs 5 mos
Hornor, Townsend & Kent, INC.Broker
August 1998 - June 2004 · 5 yrs 10 mos
State Registrations25 states
CACOCTFLGAHIILKYMAMEMINCNHNJNYOHPARISCSDTXVAVTWAWI
AdvisorBrokerBoth

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 Feigenbaum - Financial Advisor | TrueAdvisor