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MS

Mark J. Sanchirico

CRESAP
Radnor, PA 19087
Some features on this profile are disabled
CRD#: 1205157
MS

Professional summary


Mark John Sanchirico, who also goes by Mark J Sanchirico, is a registered financial professional currently at CRESAP, INC. located in Radnor, Pennsylvania.

Mark is registered as a RR (Registered Representative) and started their career in finance in 1989. Mark has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 3, Series 15, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mark J Sanchirico

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) - BD


Click below to view Mark John Sanchirico'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 20, 1997 - Present

CRESAP, INC.

Office #1: 259 N. Radnor-chester Rd. Ste. 140, Radnor, PA 19087
RIA
BD
CRD#: 25899
Radnor, PA
Past

October 7, 1996 - January 8, 1998

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

May 25, 1989 - April 1, 1996

CHASE FUTURES & OPTIONS, INC.

BD
CRD#: 18472
CHICAGO, IL

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CRESAP, INC.
CRESAP, INC.

CRD#: 25899 / SEC#: 801-79750, 8-42117

RIA
Registered Investment Advisory firm - SEC (6/9/2014 Approved)
Pennsylvania
Registered Investment Advisory firm - SEC (9/15/2014 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(8/5/2015)
RR
Maryland
(4/21/2016)
RR
New Jersey
(1/14/1998)
RR
New York
(8/5/2015)
RR
Pennsylvania
(10/20/1997)
RR
Virginia
(8/5/2015)

Exams


State Security Law Exam
RR
Series 63
Date: 10/9/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 15
Date: 5/24/1989
Foreign Currency Options Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CI
CRESAP, INC.
CRESAP, INC.

CRD#: 25899 / SEC#: 801-79750, 8-42117

RIA
Registered Investment Advisory firm - SEC (6/9/2014 Approved)
Pennsylvania
Registered Investment Advisory firm - SEC (9/15/2014 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
259 N. Radnor-chester Rd. Ste. 140 Ste 140, Radnor, PA 19087
Mailing Address
259 N. Radnor-chester Rd. Ste. 140, Radnor, PA 19087
Phone number
(610) 341-1320
Established
Pennsylvania since 12/07/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
18

SEC notice filing (1 States and Territories)


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

FINRA licenses (44 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

CRESAP INC. ADV BROCHURE 2025 (3/26/2025)

Direct owners and executive officers


NamePositionCRD#
CRESAP, MARK WINFIELD IIIPRESIDENT/CHIEF COMPLIANCE OFFICER828898

Regulatory assets under management


Total Number of Accounts595
AUM (Assets Under Management)$ 339,016,488

Disclosures


Regulatory Event3

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


CRESAP, INC.

CRD#: 25899Radnor, PA 19087

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