Mark J. Mahshie

MPM ADVISORS GROUP LLC

LIVERPOOL, NY 13088

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CRD#: 1028856

Professional summary

Mark Jonathan Mahshie, who also goes by Mark J Mahshie, is a registered financial advisor currently at MPM ADVISORS GROUP LLC located in Liverpool, New York.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Mark has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark J Mahshie

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Jonathan Mahshie's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 21, 2025 - Present

MPM ADVISORS GROUP LLC

Office #1: 1101 Fern Hollow Drive, Liverpool, NY 13088

RIA

CRD#: 335595

LIVERPOOL, NY

Past

February 19, 2021 - December 19, 2025

IBN FINANCIAL SERVICES, INC.

RIA

CRD#: 42360

Liverpool, NY

Past

February 19, 2021 - February 2, 2026

IBN FINANCIAL SERVICES, INC.

CRD#: 42360

Liverpool, NY

Past

May 15, 2013 - February 23, 2021

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

LIVERPOOL, NY

Past

August 12, 1985 - November 25, 1987

CADARET, GRANT & CO., INC.

CRD#: 16404

Past

July 22, 1983 - November 19, 1986

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

Past

November 10, 1982 - February 23, 2021

MML INVESTORS SERVICES, LLC

CRD#: 10409

LIVERPOOL, NY

Past

April 19, 1982 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

CRD#: 2682

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(10/21/2025)

IAR

Texas
(10/21/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/6/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/13/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/20/1988

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 1/19/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 3/30/1982

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/4/1996

General Securities Principal Examination

Current Firm

MPM ADVISORS GROUP LLC

CRD#: 335595 / SEC#: 801-134410

RIA

Registered Investment Advisory firm - (9/22/2025 120-Day Approval)

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Contact information

Main Address

1101 Fern Hollow Drive, Liverpool, NY 13088

Mailing Address

Phone number

(315) 461-0414

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/20/2026)

Regulatory assets under management

Total Number of Accounts	179
AUM (Assets Under Management)	$ 116,079,005

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Mark J. Mahshie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Jonathan Mahshie's CRS (Customer Relationship Summary).

Certified licenses

Experience

IBN FINANCIAL SERVICES, INC.

IBN FINANCIAL SERVICES, INC.

MML INVESTORS SERVICES, LLC

CADARET, GRANT & CO., INC.

NATHAN & LEWIS SECURITIES, INC.

MML INVESTORS SERVICES, LLC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 3/6/1998

Series 63

Date: 12/13/1985

SIE

Date: 10/1/2018

Series 7

Date: 8/20/1988

Series 22

Date: 1/19/1984

Series 6

Date: 3/30/1982

Series 24

Date: 6/4/1996

Current Firm

MPM ADVISORS GROUP LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MPM ADVISORS GROUP LLC

TRUST BUT VERIFY

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