Mark A. Suhay
Professional summary
Mark Alan Suhay is a registered financial advisor currently at CORNERSTONE ASSET MANAGEMENT SERVICES, INC. located in Broadview Heights, Ohio and J.W. COLE FINANCIAL, INC. located in Broadview Hts., Ohio.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Mark has worked at 5 firms and has passed the Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mark Alan Suhay's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 9, 2007 - Present
CORNERSTONE ASSET MANAGEMENT SERVICES, INC.
Office #1: 1000 W Wallings Rd Suite D, Broadview Heights, OH 44147September 13, 2007 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 1000 W. Wallings Rd. Suite D, Broadview Hts., OH 44147May 14, 1985 - July 13, 2007
FINANCIAL AMERICA SECURITIES, INC.
February 25, 1985 - April 30, 1985
AMERICA NORTHCOAST SECURITIES, INC.
February 26, 1982 - April 14, 1986
DALEY & COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/13/2007)
(9/14/2007)
(10/9/2007)
Exams
Series 57TO
Date: 1/2/2023
Securities Trader ExamSeries 55
Date: 3/21/2000
Limited Representative-Equity Trader ExamFINRA
Current Firm
CORNERSTONE ASSET MANAGEMENT SERVICES, INC.
CRD#: 137712 / SEC#: 801-68417
Contact information
Regulatory assets under management
| Total Number of Accounts | 494 |
| AUM (Assets Under Management) | $ 36,697,255 |
Red Flags
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