Mark Modzeleski is a registered investment advisor, based in East Syracuse, NY, with 26 years of industry experience.
Location
6456 Collamer Rd, East Syracuse, NY, 13057
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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 owns rental property, is an independent insurance agent, a member of a consulting business, and a partner in a property management company. He is also the president of Legacy Wealth Advisors of NY, taking nearly full-time, and a board member for Overview Business Holdings, LLC, spending minimal time.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
New England SecuritiesBroker
State Registrations15 states
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