Mark I. Allen

BULL STREET ADVISORS

Savannah, GA 31406

Some features on this profile are disabled

CRD#: 2410852

Professional summary

Mark Irvin Allen, CFA, CFP® is a registered financial advisor currently at BULL STREET ADVISORS located in Savannah, Georgia.

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 63, Series 7, Series 3, Series 24 and Series 4 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 Irvin Allen'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®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

June 1, 2019 - Present

BULL STREET ADVISORS

Office #1: 500 Commercial Court Suite 4, Savannah, GA 31406

RIA

CRD#: 304058

Savannah, GA

Past

December 4, 2017 - April 29, 2019

SOUTHSTATE ADVISORY, INC.

RIA

CRD#: 153113

Savannah, GA

Past

April 26, 2012 - April 29, 2019

MINIS & COMPANY

RIA

CRD#: 145238

SAVANNAH, GA

Past

June 9, 1995 - May 22, 2001

RXR SECURITIES INC.

CRD#: 17535

STAMFORD, CT

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".

BULL STREET ADVISORS

BULL STREET ADVISORS | BULL STREET ADVISORS, LLC

CRD#: 304058 / SEC#: 801-116698

RIA

Registered Investment Advisory firm - (5/28/2019 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

Alabama
(6/1/2019)

IAR

Georgia
(6/4/2019)

IAR

Pennsylvania
(6/1/2019)

IAR

Texas
(6/1/2019)

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

Series 63

Date: 6/30/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/4/1995

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 11/24/1993

National Commodity Futures Examination

Principal/Supervisory Exam

Series 24

Date: 9/10/1999

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 8/9/1995

Registered Options Principal Examination

Current Firm

BULL STREET ADVISORS

BULL STREET ADVISORS | BULL STREET ADVISORS, LLC

CRD#: 304058 / SEC#: 801-116698

RIA

Registered Investment Advisory firm - (5/28/2019 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

500 Commercial Court Suite 4, Savannah, GA 31406

Mailing Address

Phone number

(912) 441-5185

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BULL STREET ADVISORS ADV PART 2 (3/12/2025)

Regulatory assets under management

Total Number of Accounts	183
AUM (Assets Under Management)	$ 255,986,221

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.

Similar Advisors

C Morris

MORGAN STANLEY

IAR

Savannah, GA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Mark I. Allen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Irvin Allen's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOUTHSTATE ADVISORY, INC.

MINIS & COMPANY

RXR SECURITIES INC.

Primary Firm SEC Registration

BULL STREET ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 6/30/1999

Series 7

Date: 5/4/1995

Series 3

Date: 11/24/1993

Series 24

Date: 9/10/1999

Series 4

Date: 8/9/1995

Current Firm

BULL STREET ADVISORS

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BULL STREET ADVISORS

TRUST BUT VERIFY

Similar Advisors