Mark Schepp
Professional Summary
Mark Schepp was a registered financial advisor. Mark was a previously registered financial professional and started their career in finance 1994 - 2019. Mark had worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
CITI GLOBAL ADVISORY, LLC | CITI PRIVATE ALTERNATIVES, LLC | CITI PRIVATE ADVISORY,LLC | CITI PRIVATE ADVISORY, LLC | CITI GLOBAL ALTERNATIVES, LLC
Contact Information
Main Address
388 Greenwich Street 29th Floor, New York, NY 10013Mailing Address
388 Greenwich Street 29th Floor, New York, NY 10013Phone Number
(212) 559-1000Established
Delaware since 04/01/2010Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
Small# of Employees
95FINRA licenses (19 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
183AUM (Assets Under Management)
$18,347,749,864Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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