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MN

Mark A. Neuberger

AXIOM CAPITAL MANAGEMENT
New York, NY 10118
Some features on this profile are disabled
CRD#: 1641892
MN

Professional summary


Mark Andrew Neuberger, who also goes by Mark Andrew Nerberger, Mark Neuberger, is a registered financial professional currently at AXIOM CAPITAL MANAGEMENT, INC. located in New York, New York.

Mark is registered as a RR (Registered Representative) and started their career in finance in 1987. Mark has worked at 6 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 3, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mark Andrew Nerberger | Mark Neuberger

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 Andrew Neuberger'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

July 2, 2013 - Present

AXIOM CAPITAL MANAGEMENT, INC.

Office #1: 350 Fifth Avenue Suite 6740, New York, NY 10118
BD
CRD#: 26580
New York, NY
Past

August 10, 2012 - May 31, 2013

DIRECT ACCESS PARTNERS LLC

BD
CRD#: 120950
NEW YORK, NY
Past

November 2, 2011 - November 15, 2012

SRT SECURITIES LLC

BD
CRD#: 33725
BIRMINGHAM, MI
Past

August 26, 2009 - September 16, 2011

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

July 21, 2003 - April 15, 2005

FIRST NEW YORK SECURITIES L.L.C.

BD
CRD#: 16362
NEW YORK, NY
Past

May 21, 1987 - July 22, 2003

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY

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
California
(7/2/2013)
RR
Colorado
(10/17/2017)
RR
Florida
(2/12/2014)
RR
Georgia
(10/4/2017)
RR
Louisiana
(12/12/2016)
RR
Maryland
(4/17/2023)
RR
New Jersey
(9/14/2016)
RR
New York
(7/2/2013)
RR
Pennsylvania
(7/29/2024)
RR
South Carolina
(2/1/2023)
RR
Tennessee
(10/9/2024)
RR
Texas
(12/12/2016)
RR
Utah
(11/14/2022)
RR
Washington
(2/1/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 3/14/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 10/24/2009
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 3
Date: 10/24/1994
National Commodity Futures Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


AC
AXIOM CAPITAL MANAGEMENT, INC.
AXIOM CAPITAL MANAGEMENT, INC. | DLM HOLDINGS INC.

CRD#: 26580 / SEC#: , 8-42638

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
350 Fifth Avenue Suite 6740, New York, NY 10118
Mailing Address
350 Fifth Avenue Suite 6740, New York, NY 10118
Phone number
(212) 521-3800
Established
Delaware since 04/12/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
DALTON, LIAM FRANCISCEO/PRESIDENT1327801
DICHIARA, MARIADIRECTOR OF OPERATIONS/EXECUTIVE VP1751312
MILLER, ERIC LEECCO/CROP/ROSFP/ROP/MUNICIPAL PRINCIPAL2200698
RICHARD, NEAL MICHAELHEAD TRADER2601802
WRIGHT, DAVID CHARLESFINOP6023564

Disclosures


Regulatory Event11
Civil Event1
Arbitration3

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


AXIOM CAPITAL MANAGEMENT, INC.

CRD#: 26580New York, NY 10118

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