MA
CFP
MA
CFP

Mark Alber

13 Years of Experience
Hauppauge, NY
Broker

Mark Alber is a CFP-designated registered investment advisor at Morgan Stanley, based in Hauppauge, NY, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

888 Veterans Memorial Highway, Suite 300, Hauppauge, NY, 11788

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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 is a partner in Alber Enterprises 1 LLC, a real estate venture, since July 2020. He spends minimal time during business hours and a few hours per week after business hours on this activity.

Employment History
Current Registrations
Morgan Stanley
December 2012 - Present · 13 yrs 5 mos
Morgan StanleyBroker
November 2012 - Present · 13 yrs 6 mos
Morgan Stanley
November 2012 - Present · 13 yrs 6 mos
State Registrations37 states
AKALARAZCACOCTDCDEFLGAILINKSKYMAMDMEMNMSNCNHNJNMNVNYOHORPARISCTNTXVAVTWAWI
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 Alber - Financial Advisor | TrueAdvisor