MF
Mark T. Finn
VANTAGE CONSULTING GROUP
VIRGINIA BEACH , VA 23451
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CRD#: 1710971
MF
Professional summary
Mark Terrence Finn is a registered financial advisor currently at VANTAGE CONSULTING GROUP INC located in Virginia Beach , Virginia.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Mark has worked at 1 firm and has passed the Series 3 exam.
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.
NAME AND ADDRESS OF BUSINESS: CITIBANK GLOBAL ASSET MANAGEMENT LANDMARK FUNDS CITIBANK, NA / CITICORP CENTER 153 EAST 53RD STREET - 21ST FLOOR NEW YORK, NY 10043 NATURE OF BUSINESS: MUTUAL FUNDS DEVELOPED EXCLUSIVELY FOR CITIBANK CLIENTS AND MADE AVAILABLE ONLY TO THEM.
TITLE OR POSITION: TRUSTEE
DESCRIPTION OF DUTIES: MEMBER OF BOARD OF TRUSTEES WHO OVERSEE AND RECOMMEND FUND POLICIES
AMOUNT OF TIME DEVOTED TO THE BUSINESS/TRADING HOURS: 1 TO 2 DAYS PER QUARTER / ONE OF THE DAYS IS GENERALLY DURING TRADING HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Mark Terrence Finn's 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®
NoneExperience
Current
August 21, 1997 - Present
VANTAGE CONSULTING GROUP INC
Office #1: 3500 Pacific Avenue, Virginia Beach , VA 23451RIA
CRD#: 105240
VIRGINIA BEACH , VA
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".
VC
VANTAGE CONSULTING GROUP INC
BV PARTNERS LLC (RELYING ADVISER) | VANTAGE CONSULTING GROUP INC. | VANTAGE CONSULTING GROUP INC | VANTAGE CONSUKTING GROURP INC | PACIFIC MANAGEMENT LLC (RELYING ADVISER) | NEW VENTURES SELECT PARTNERS, LLC (RELYING ADVISER) | NEW VENTURES III MANAGER LLC (RELYING ADVISER)
CRD#: 105240 / SEC#: 801-27432
RIA
Registered Investment Advisory firm - (7/17/1986 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
Virginia(8/21/1997)
Current Firm
VC
VANTAGE CONSULTING GROUP INC
BV PARTNERS LLC (RELYING ADVISER) | VANTAGE CONSULTING GROUP INC. | VANTAGE CONSULTING GROUP INC | VANTAGE CONSUKTING GROURP INC | PACIFIC MANAGEMENT LLC (RELYING ADVISER) | NEW VENTURES SELECT PARTNERS, LLC (RELYING ADVISER) | NEW VENTURES III MANAGER LLC (RELYING ADVISER)
CRD#: 105240 / SEC#: 801-27432
RIA
Registered Investment Advisory firm - (7/17/1986 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3500 Pacific Ave, Virginia Beach, VA 23451
Mailing Address
Phone number
(757) 491-2998
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 230,836,376 |
Red Flags
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