Mark J. Doyle

CLEMENT STREET CAPITAL LLC

Downers Grove, IL 60515

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CRD#: 1339073

Professional summary

Mark Joseph Doyle is a registered financial advisor currently at CLEMENT STREET CAPITAL LLC located in Downers Grove, Illinois.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Mark has worked at 13 firms and has passed the Series 65, Series 63, Series 7, Series 10 and Series 9 exams.

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.

ENTRUST SERVICES, LLC, 701 HARGER ROAD, STE. 190, OAK BROOK, IL 60523 IS A NON INVESTMENT-RELATED BUSINESS THAT PROVIDES BILL PAYMENT AND FINANCIAL REPORTING SERVICES. MY START DATE IS 01/2004 AND MY TITLE IS MANAGING DIRECTOR. I SPEND 6-8 HOURS PER MONTH CONSULTING ON OPERATIONS. THE CONSULTING ACTIVITY DOES NOT OCCUR DURING MARKET HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Joseph Doyle'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

January 17, 2013 - Present

CLEMENT STREET CAPITAL LLC

Office #1: 2001 Butterfield Road Suite 194, Downers Grove, IL 60515

RIA

CRD#: 159684

Downers Grove, IL

Past

November 22, 2011 - December 31, 2012

MARK J DOYLE ADVISORS LLC

RIA

CRD#: 159485

WESTERN SPRINGS, IL

Past

September 19, 2006 - September 15, 2011

WHITNELL & CO

RIA

CRD#: 104633

OAK BROOK, IL

Past

February 4, 2005 - December 31, 2005

ENTRUST FINANCIAL SERVICES

RIA

CRD#: 133920

OAK BROOK, IL

Past

June 18, 2002 - December 31, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

OAK BROOK, IL

Past

May 10, 2002 - December 31, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

January 16, 2001 - May 16, 2002

DEUTSCHE BANK SECURITIES INC.

RIA

CRD#: 2525

CHICAGO, IL

Past

January 13, 2001 - May 16, 2002

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

September 1, 1997 - January 13, 2001

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Past

February 28, 1997 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

CRD#: 20

Past

November 11, 1994 - March 19, 1997

ABN AMRO INCORPORATED

CRD#: 15776

STAMFORD, CT

Past

April 24, 1992 - November 28, 1994

LASALLE FINANCIAL SERVICES, INC.

CRD#: 20373

CHICAGO, IL

Past

May 25, 1990 - October 16, 1990

RODMAN & RENSHAW INC.

CRD#: 724

CHICAGO, IL

Past

April 4, 1990 - April 23, 1990

CRONIN & CO., INC.

CRD#: 6996

MINNEAPOLIS, MN

Past

March 20, 1985 - March 22, 1990

BLUNT ELLIS & LOEWI INCORPORATED

CRD#: 7580

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".

CLEMENT STREET CAPITAL LLC

CRD#: 159684 / SEC#: 801-132556

RIA

Registered Investment Advisory firm - (4/28/2025 Approved)

Illinois

Registered Investment Advisory firm - (5/14/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Illinois
(1/17/2013)

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: 2/3/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/7/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/16/1985

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 9/20/2002

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 7/30/2002

General Securities Sales Supervisor - Options Module Examination

Current Firm

CLEMENT STREET CAPITAL LLC

CRD#: 159684 / SEC#: 801-132556

RIA

Registered Investment Advisory firm - (4/28/2025 Approved)

Illinois

Registered Investment Advisory firm - (5/14/2025 Terminated)

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Contact information

Main Address

2001 Butterfield Road Suite 194, Downers Grove, IL 60515

Mailing Address

Phone number

(630) 701-9359

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLEMENT STREET CAPITAL BROCHURE (5/14/2025)

Regulatory assets under management

Total Number of Accounts	201
AUM (Assets Under Management)	$ 129,334,228

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. Doyle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Joseph Doyle's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARK J DOYLE ADVISORS LLC

WHITNELL & CO

ENTRUST FINANCIAL SERVICES

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

DEUTSCHE BANK SECURITIES INC.

DEUTSCHE BANK SECURITIES INC.

DB ALEX. BROWN LLC

ALEX. BROWN & SONS INCORPORATED

ABN AMRO INCORPORATED

LASALLE FINANCIAL SERVICES, INC.

RODMAN & RENSHAW INC.

CRONIN & CO., INC.

BLUNT ELLIS & LOEWI INCORPORATED

Primary Firm SEC Registration

CLEMENT STREET CAPITAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/3/1998

Series 63

Date: 5/7/1992

Series 7

Date: 3/16/1985

Series 10

Date: 9/20/2002

Series 9

Date: 7/30/2002

Current Firm

CLEMENT STREET CAPITAL LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLEMENT STREET CAPITAL LLC

TRUST BUT VERIFY

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