Mark A. Santangelo

TITAN FINANCIAL SERVICES

EMERSON, NJ 07630

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CRD#: 2299610

Professional summary

Mark Andrew Santangelo, CFP® is a registered financial advisor currently at TITAN FINANCIAL SERVICES, LLC located in Emerson, New Jersey and PURSHE KAPLAN STERLING INVESTMENTS located in Emerson, New Jersey.

Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Mark has worked at 6 firms and has passed the Series 66, Series 99TO, SIE, Series 7 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) TITAN FINANCIAL SERVICES, LLC - RIA - 50% OWNER - 32 HRS/ MONTH. 2) MARSAN ASSOCIATES, PC; NOT INVESTMENT-RELATED - CPA FIRM; 85 KINDERKAMACK ROAD, STE 200; 100% OWNER; STARTED 01/01/1991; 96 HOURS/MONTH 3) EMERSON ASSOCIATES, LLC; NOT INVESTMENT-RELATED; 85 KINDERKAMACK ROAD, STE 200; 75% OWNER; STARTED 07/26/1999; 5 HOURS/MONTH REAL ESTATE DEVELOPER & LESSOR COMMERCIAL & PROFESSIONAL BUILDING 4) MAR LEE INVESTMENTS LLC - FAMILY INVESTMENTS -85 KINDERKAMACK ROAD, STE 200; 98% OWNER; STARTED 06/2003; 2 HOURS/MONTH 5) LORIMAR CAPITAL, INC- FAMILY INVESTMENT PARTNERSHIP - 85 KINDERKAMACK ROAD, STE 200; 0% OWNER; STARTED 01/2002; 2 HOURS/MONTH 6) LEGENDARY PARTNERS LLC - REAL ESTATE - 85 KINDERKAMACK ROAD, STE 200; 0% OWNER; STARTED 12/2007; 2 HOURS/MONTH 7) Layton Farms LLC. Non-Investment Related. 85 Kinderkamack Road, Ste 200, Emerson, NJ 07630. Personal use by owners. Managing member. Start 1/2021. 1hr/mo, not during trading hours. Pay on going bills for taxes, insurance, etc.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Andrew Santangelo'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®

CFP^®

Certified Financial Planner

Start date: 1993

Experience

Current

November 23, 2004 - Present

TITAN FINANCIAL SERVICES, LLC

Office #1: 85 Kinderkamack Road, Emerson, NJ 07630

RIA

CRD#: 129384

EMERSON, NJ

Current

May 17, 2013 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 85 Kinderkamack Rd. Suite 200, Emerson, NJ 07630

CRD#: 35747

Emerson, NJ

Past

July 9, 2012 - April 15, 2013

INVESTMENT ADVISORS ASSET MANAGEMENT, LLC

RIA

CRD#: 128716

EMERSON, NJ

Past

November 29, 2006 - April 16, 2013

OSAIC WEALTH, INC.

CRD#: 23131

EMERSON, NJ

Past

September 22, 1998 - December 4, 2006

INVESTMENT ADVISORS & CONSULTANTS, INC.

CRD#: 7996

EMERSON, NJ

Past

July 2, 1998 - September 25, 1998

INVESTMENT COUNSELING, INC.

CRD#: 44230

FT LAUDERDALE, FL

Past

January 2, 1998 - July 6, 1998

INVESTMENT ADVISORS & CONSULTANTS, INC.

CRD#: 7996

WEST LONG BRANCH, NJ

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.

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

Arizona
(1/4/2017)

California
(1/2/2020)

Colorado
(5/17/2013)

Connecticut
(1/4/2017)

Delaware
(10/8/2024)

Florida
(1/11/2016)

Georgia
(10/8/2024)

Massachusetts
(10/12/2023)

IAR

New Jersey
(11/23/2004)

New Jersey
(5/17/2013)

New York
(5/17/2013)

North Carolina
(5/20/2013)

Pennsylvania
(5/17/2013)

Utah
(12/1/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/9/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/15/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/31/1997

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

TITAN FINANCIAL SERVICES, LLC

CRD#: 129384 / SEC#:

New Jersey

Registered Investment Advisory firm - (10/21/1998 Approved)

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Contact information

Main Address

85 Kinderkamack Rd Suite 200, Emerson, NJ 07630

Mailing Address

Phone number

(201) 599-2235

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	498
AUM (Assets Under Management)	$ 63,933,385

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 A. Santangelo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Andrew Santangelo's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

INVESTMENT ADVISORS ASSET MANAGEMENT, LLC

OSAIC WEALTH, INC.

INVESTMENT ADVISORS & CONSULTANTS, INC.

INVESTMENT COUNSELING, INC.

INVESTMENT ADVISORS & CONSULTANTS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/9/2000

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/15/1998

Series 6

Date: 12/31/1997

FINRA

Current Firm

TITAN FINANCIAL SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TITAN FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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