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MO

Mark S. Okamoto

CENTURY MANAGEMENT FINANCIAL ADVISORS
Austin, TX 78746-9903
Some features on this profile are disabled
CRD#: 1266565
MO

Professional summary

Mark Sadamu Okamoto, AIF® is a registered financial advisor currently at CENTURY MANAGEMENT FINANCIAL ADVISORS located in Austin, Texas.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Mark has worked at 6 firms and has passed the Series 66, Series 63, Series 3 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Sadamu Okamoto'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

June 13, 2006 - Present

CENTURY MANAGEMENT FINANCIAL ADVISORS

Office #1: 805 Las Cimas Parkway Suite 305, Austin, TX 78746-9903
RIA
CRD#: 112308
Austin, TX
Past

March 4, 2003 - May 8, 2006

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
LOS ANGELES, CA
Past

August 28, 2002 - May 8, 2006

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
LOS ANGELES, CA
Past

March 9, 2002 - August 6, 2002

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

November 2, 1992 - March 9, 2002

SUTRO & CO. INCORPORATED

BD
CRD#: 801
SAN FRANCISCO, CA
Past

August 5, 1987 - November 12, 1992

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

May 23, 1984 - August 7, 1987

THOMAS GREEN SECURITIES, INC.

BD
CRD#: 571

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".
CM
CENTURY MANAGEMENT FINANCIAL ADVISORS
CENTURY MANAGEMENT | VAN DEN BERG MANAGEMENT, INC. I | VAN DEN BERG MANAGEMENT, INC. | VAN DEN BERG MANAGEMENT I, INC. | DBA, CENTURY MANAGEMENT | CM FUND ADVISORS | CENTURY MANAGEMENT INVESTMENT ADVISORS | CENTURY MANAGEMENT FINANCIAL ADVISORS

CRD#: 112308 / SEC#: 801-14809

RIA
Registered Investment Advisory firm - (9/13/1979 Approved)

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
Texas
(6/13/2006)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/3/2003
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/24/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 1/31/1989
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 5/19/1984
General Securities Representative Examination

Current Firm

CM
CENTURY MANAGEMENT FINANCIAL ADVISORS
CENTURY MANAGEMENT | VAN DEN BERG MANAGEMENT, INC. I | VAN DEN BERG MANAGEMENT, INC. | VAN DEN BERG MANAGEMENT I, INC. | DBA, CENTURY MANAGEMENT | CM FUND ADVISORS | CENTURY MANAGEMENT INVESTMENT ADVISORS | CENTURY MANAGEMENT FINANCIAL ADVISORS

CRD#: 112308 / SEC#: 801-14809

RIA
Registered Investment Advisory firm - (9/13/1979 Approved)
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Contact information

Main Address
805 Las Cimas Parkway Suite 305, Austin, TX 78746-9903
Mailing Address
Phone number
(512) 329-0050
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (51 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

CENTURY MANAGEMENT FORM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts703
AUM (Assets Under Management)$ 568,561,207

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

CENTURY MANAGEMENT FINANCIAL ADVISORS

CRD#: 112308Austin, TX 78746-9903

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