Mark Chemtob
Mark Chemtob is a CFP-designated registered investment advisor at Chemistry Wealth Management LLC, based in New York, NY, with 27 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 558 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chemistry Wealth charges a percentage of your portfolio's value each month, ranging from 0.85% to 2.00% per year. The exact rate depends on the complexity of your situation, the amount of assets they manage for you, and your overall relationship with them. The fees include normal securities transaction costs.
Location
111 Broadway, Room 602, New York, NY, 10006
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 is a licensed insurance professional, dedicating about 10-20% of his time to this non-advisory role. He also owns Benoelle LLC, used for office lease and bill payments, requiring minimal time.
Employment History
Current Registrations
Chemistry Wealth Management LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations2 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.