AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
MM

Mark J. Mahshie

MPM ADVISORS GROUP LLC
LIVERPOOL, NY 13088
Some features on this profile are disabled
CRD#: 1028856
MM

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.

BD
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.

BD
CRD#: 16404
Past

July 22, 1983 - November 19, 1986

NATHAN & LEWIS SECURITIES, INC.

BD
CRD#: 8503
Past

November 10, 1982 - February 23, 2021

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
LIVERPOOL, NY
Past

April 19, 1982 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

BD
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)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/6/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


MA
MPM ADVISORS GROUP LLC
MPM ADVISORS GROUP LLC

CRD#: 335595 / SEC#: 801-134410

RIA
Registered Investment Advisory firm - (9/22/2025 120-Day Approval)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
3

SEC notice filing (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts179
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.

Company Information


MPM ADVISORS GROUP LLC

CRD#: 335595Liverpool, NY 13088

TRUST BUT VERIFY

Monitor Mark Mahshie

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Benjamin Pierce Stroh
Benjamin StrohAdvisorCheck Check Mark
PFS INVESTMENTS INC.
IAR
RR
Skaneateles, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.