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MT

Mark R. Tonucci

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CRD#: 1826266
MT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mark Richard Tonucci was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1988. Mark had worked at 10 firms and has passed the Series 66, Series 63, Series 7, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 28, 2013 - July 26, 2016

WESTPORT RESOURCES MANAGEMENT INC

RIA
CRD#: 105306
WESTPORT, CT
Past

September 29, 2009 - December 31, 2010

HATTERAS INVESTMENT PARTNERS LLC

RIA
CRD#: 128703
FAIRFIELD, CT
Past

September 29, 2009 - September 19, 2011

HATTERAS CAPITAL DISTRIBUTORS, LLC

BD
CRD#: 143365
RALEIGH, NC
Past

January 17, 2002 - September 15, 2009

HEDGE HARBOR INC.

BD
CRD#: 44324
FAIRFIELD, CT
Past

June 23, 1998 - February 16, 2001

TWIN TRUST TRADING LLC

BD
CRD#: 44339
NEW YORK, NY
Past

May 17, 1996 - April 3, 2001

TRUST ADVISORS TRADING LLC

BD
CRD#: 39589
NEW YORK, NY
Past

January 3, 1995 - September 30, 2009

TRUST ADVISORS LLC

RIA
CRD#: 106911
FAIRFIELD, CT
Past

July 2, 1991 - June 7, 1994

FIDUCIARY INVESTMENT COMPANY, INC.

BD
CRD#: 1985
BOSTON, MA
Past

June 6, 1990 - March 25, 1992

TRUST ADVISORY SECURITIES COMPANY

BD
CRD#: 25340
Past

December 20, 1988 - August 9, 1989

EVALUATION ASSOCIATES SECURITIES CO., INC.

BD
CRD#: 19233

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/27/2013
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/18/1996
General Securities Principal Examination
Principal/Supervisory Exam

Current Firm


WR
WESTPORT RESOURCES MANAGEMENT INC
WESTPORT RESOURCES MANAGEMENT INC

CRD#: 105306 / SEC#: 801-29733

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Contact information


Main Address
55 Greens Farms Road, Westport, CT 06880
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

WRM ADV2A 03302016 (3/30/2016)

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


WESTPORT RESOURCES MANAGEMENT INC

CRD#: 105306

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