Markus Bates

Bates Real Estate and Financial Advisory Services

6 Years of Experience

Sarasota, FL

1 Disclosure

Markus Bates is a registered investment advisor at Bates Real Estate and Financial Advisory Services, based in Sarasota, FL, with 6 years of industry experience. Markus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 2 clients with $970K in assets under management.

Bates Real Estate and Financial Advisory Services

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

1 advisor

IM Fee

Planning only

Assets Under Management

$974K

Location

3712 Aster Dr, Sarasota, FL, 34233

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History

Regulatory History (1)

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Criminal

September 2008

Final Disposition

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Other Business Activities

Markus owns Bankers Energy LLC, which advises Wall St. hedge funds, global banks, or consulting firms about real estate, commodities, and companies. The business provides in-depth analysis and research of markets, assets, companies financial statements and political/regulatory implications to businesses and sectors.

Employment History

Current Registrations

Bates Real Estate and Financial Advisory Services

January 2020 - Present · 6 yrs 4 mos

State Registrations1 state

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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