MB
Mark E. Bushkin
CETERA INVESTMENT ADVISERS LLC
Cooper City, FL 33328
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CRD#: 2051696
MB
Professional summary
Mark Elliott Bushkin is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Cooper City, Florida and CETERA WEALTH SERVICES, LLC located in Cooper City, Florida.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Mark has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 22, Series 62, Series 52 and Series 6 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.
1) Bushkin Financial Services Inc~'NIR'~368 South Military Trl~Deerfield Beach~FL~33442~Insurance Agent~Agent~2/1/2008~10hrs~10hrs~Meet, discuss, email with clients on Medicare supplements, Medicare Advantage plans and long term care plans 2)ANDERMAN WEALTH PARTNERS POSITION: Co Advisor NATURE: Wayne Anderman and I, currently have a mutual rep number, #49953 and W37, we currently "share" some mutual clients (split commission) with Wayne as "lead advisor". We currently maintain our own book of business as we have been (my rep #3624 and A7N). On Dec. 1, 2024, I will be "moving" all my clients under our mutual rep number, 49953 & W37 and under Anderman Wealth Partners (AWP). My name will be listed with Wayne's on AWP materials, thus the reason for OBA (although I will maintain Bushkin Financial Services to receive my split commission and for tax reporting purposes). I will still be fully "active", registered with FINRA and Avantax and will continue to be up-to-date on all reg. rep/advisor requirements. Wayne will be the contact person for all my clients and I will be available for all my clients if and when needed. Wayne and I have in place an Avantax approved commission schedule for splitting commissions, when the transition (Dec 1, 2024) takes place (not before then, again, I am maintaining all my current clients under my rep number #3624 and A7N till Dec 1, 2024). INVESTMENT RELATED: Yes NUMBER OF HOURS: 84 SECURITIES TRADING HOURS: 84 START DATE: 02/27/2024 ADDRESS: 2151 West Hillsboro Blvd, Suite 202, Deerfield Beach FL 33442, United States DESCRIPTION: I will continue to be a active reg. rep/advisor just as I am now. We are combining our two individual practices under Anderman Wealth Partners (AWP) as a form of succession planning on my part. With Wayne (and his assistant/spouse, Sheryl) taking over the bulk of advisor duties, it will allow me to lessen my "load" yet have my clients well taken care of, allow me to provide continued quality services for my client, have a form of succession planning and continue to get compensated. I feel this is a good plan instead of selling my business out right.I will get compensated directly for my half from Avantax, will be an active advisor (don't consider me an employee but an equal partner for our shared clients)We will be establishing a Strategic Partnership 3) AARP United Health Care (1); Insurance agent; I have sold Medicare Supplemental & Medicare Advantage plans for yrs.� I may sell a few plans (1-3) a yr, don't believe I have sold any plans the last few yrs.; NIR; 0; 01/01/2011; 2151 West Hillsboro Blvd Deerfield Beach FL 33442; Sell Medicare Supplement and Medicare Advantage plans (and Medicare Part D-meds) as an insurance agent for United Health Care-a 1099 NOT an employee
CRS (Client Relationship Summary) - RIA
Click below to view Mark Elliott Bushkin'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 8, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 9122 Griffin Road, Cooper City, FL 33328RIA
CRD#: 105644
Cooper City, FL
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 9122 Griffin Road, Cooper City, FL 33328BD
CRD#: 13572
COOPER CITY, FL
Past
March 31, 1993 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Cooper City, FL
Past
July 9, 1990 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
COOPER CITY, FL
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.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(9/5/2025)
RR
Colorado(9/5/2025)
RR
Delaware(9/5/2025)
IAR
Florida(8/8/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
Illinois(9/5/2025)
RR
Kansas(9/5/2025)
RR
New Jersey(9/5/2025)
RR
New York(9/5/2025)
RR
North Dakota(9/5/2025)
RR
Ohio(9/5/2025)
RR
South Carolina(9/18/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Utah(9/5/2025)
RR
Virginia(9/19/2025)
RR
Washington(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 12/3/2010
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Cooper City, FL 33328TRUST BUT VERIFY
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