Mark F. Strahs

SAND HILL GLOBAL ADVISORS

Palo Alto, CA 94301

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CRD#: 2223342

Professional summary

Mark Francis Strahs is a registered financial advisor currently at SAND HILL GLOBAL ADVISORS, LLC located in Palo Alto, California.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Mark has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Francis Strahs'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

February 28, 2022 - Present

SAND HILL GLOBAL ADVISORS, LLC

Office #1: 245 Lytton Avenue Suite 300, Palo Alto, CA 94301

RIA

CRD#: 111295

Palo Alto, CA

Past

May 20, 2011 - March 22, 2016

SUSQUEHANNA FINANCIAL GROUP, LLLP

CRD#: 35865

SAN FRANCISCO, CA

Past

March 17, 2003 - March 28, 2011

UBS SECURITIES LLC

CRD#: 7654

SAN FRANCISCO, CA

Past

May 1, 2001 - October 22, 2002

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

Past

June 22, 1999 - May 1, 2001

JPMSI

CRD#: 15733

NEW YORK, NY

Past

January 22, 1996 - July 8, 1999

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

September 29, 1992 - February 7, 1996

MESIROW FINANCIAL, INC.

CRD#: 2764

CHICAGO, IL

Past

March 26, 1992 - June 3, 1992

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

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".

SAND HILL GLOBAL ADVISORS, LLC

SAND HILL ADVISORS, INC. | SAND HILL GLOBAL ADVISORS, LLC | SAND HILL ADVISORS, LLC. | SAND HILL ADVISORS, LLC

CRD#: 111295 / SEC#: 801-58002

RIA

Registered Investment Advisory firm - (8/31/2000 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

California
(2/28/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/28/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/31/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/22/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/24/1992

General Securities Representative Examination

Current Firm

SAND HILL GLOBAL ADVISORS, LLC

SAND HILL ADVISORS, INC. | SAND HILL GLOBAL ADVISORS, LLC | SAND HILL ADVISORS, LLC. | SAND HILL ADVISORS, LLC

CRD#: 111295 / SEC#: 801-58002

RIA

Registered Investment Advisory firm - (8/31/2000 Approved)

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Contact information

Main Address

245 Lytton Avenue Suite 300, Palo Alto, CA 94301

Mailing Address

Phone number

(650) 854-9150

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAND HILL GLOBAL ADVISORS, LLC (3/27/2025)

Regulatory assets under management

Total Number of Accounts	2,055
AUM (Assets Under Management)	$ 3,880,425,697

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/18/2025	Cover Page	Report
02/19/2025	Cover Page	Report
11/28/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Mark F. Strahs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Francis Strahs's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUSQUEHANNA FINANCIAL GROUP, LLLP

UBS SECURITIES LLC

J.P. MORGAN SECURITIES INC.

JPMSI

WELLS FARGO CLEARING SERVICES, LLC

MESIROW FINANCIAL, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Primary Firm SEC Registration

SAND HILL GLOBAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/28/2022

Series 63

Date: 3/31/1992

SIE

Date: 3/22/2016

Series 7

Date: 3/24/1992

Current Firm

SAND HILL GLOBAL ADVISORS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SAND HILL GLOBAL ADVISORS, LLC

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