Mark Meyerowitz
Professional Summary
Mark Meyerowitz is a registered financial advisor currently at MEYEROWITZ INVESTMENT MANAGEMENT located in West Orange, New Jersey. Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Mark has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 2 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
INCOME AND GROWTH ADVISORS | MEYEROWITZ, MARK | MEYEROWITZ INVESTMENT MANAGEMENT
Contact Information
Main Address
West Orange, NJPhone Number
(973) 669-8393# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
16AUM (Assets Under Management)
$8,209,071Similar Advisors
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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.
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State Registrations and Notice Filings
(10/20/2004)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1995About the Series 6 examSeries 2 — Non-Member General Securities Examination
Passed Mar 1993Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Mark Meyerowitz's CRS (Customer Relationship Summary).
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