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Mark Ghazal

Orion Financial Advisors
19 Years of Experience
Voorhees, NJ
View SEC Summary
View SEC Summary

Mark Ghazal is a registered investment advisor at Orion Financial Advisors, based in Voorhees, NJ, with 19 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 57 clients with $17M in assets under management.

Orion Financial Advisors
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
57 clients
Average Client Portfolio
$306K average
Assets Under Management
$17.4M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $5.0M1.50%
$5.0M - $10.0M1.00%
$10M+0.40%

Fees are negotiable at the sole discretion of Orion Financial Advisors. Certain legacy clients may be billed under different fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

141 Cooper Rd, Voorhees, NJ, 08043

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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.

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Other Business Activities

Mark holds a 16% ownership stake in Gazelle Inc, an S-Corp owned by his mother that operates a travel agency. He spends minimal time on this activity.

Employment History
Current Registrations
Orion Financial Advisors
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2018 - April 2023 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2018 - April 2023 · 5 yrs
Morgan Stanley
June 2016 - February 2018 · 1 yr 8 mos
Morgan StanleyBroker
June 2016 - February 2018 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2006 - June 2016 · 9 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2006 - June 2016 · 9 yrs 10 mos
Metlife Securities INC.Broker
October 2005 - March 2006 · 5 mos
Metropolitan Life Insurance CompanyBroker
October 2005 - March 2006 · 5 mos
State Registrations1 state
NJ
Advisor

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.
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