Mark E. Mccomsey

ILLUMINE INVESTMENT MANAGEMENT

HAYDEN, ID

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CRD#: 2518224

Professional summary

Mark Edward Mccomsey, who also goes by Mark Mccomsey, is a registered financial advisor currently at ILLUMINE INVESTMENT MANAGEMENT, LLC located in Hayden, Idaho.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Mark has worked at 6 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark Mccomsey

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 Edward Mccomsey'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 9, 2021 - Present

ILLUMINE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 311661

HAYDEN, ID

Past

April 4, 2016 - May 17, 2021

CS PLANNING CORP

RIA

CRD#: 149937

BAINBRIDGE ISLAND, WA

Past

September 5, 2013 - April 4, 2016

BEVERLY HILLS WEALTH MANAGEMENT, LLC

RIA

CRD#: 152031

BEVERLY HILLS, CA

Past

January 6, 2006 - March 21, 2014

MCCOMSEY ASSET MANAGEMENT, LLC

RIA

CRD#: 138223

LOS ANGELES, CA

Past

November 29, 1999 - January 4, 2006

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

BEVERLY HLS, CA

Past

November 4, 1999 - January 4, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

October 6, 1994 - November 8, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

ILLUMINE INVESTMENT MANAGEMENT, LLC

CRD#: 311661 / SEC#: 801-120043

RIA

Registered Investment Advisory firm - (1/8/2021 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

Idaho
(2/1/2024)

IAR

Texas
(2/17/2022)

IAR

Washington
(2/9/2021)

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: 9/22/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/16/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 9/23/1994

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/6/1994

General Securities Representative Examination

Current Firm

ILLUMINE INVESTMENT MANAGEMENT, LLC

CRD#: 311661 / SEC#: 801-120043

RIA

Registered Investment Advisory firm - (1/8/2021 Approved)

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Contact information

Main Address

19225 8th Ave Ne Suite 201-0902, Poulsbo, WA 98370

Mailing Address

Phone number

(424) 322-7500

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

PART 2A BROCHURE 2025 (2/28/2025)

Regulatory assets under management

Total Number of Accounts	302
AUM (Assets Under Management)	$ 210,817,667

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 E. Mccomsey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Edward Mccomsey's CRS (Customer Relationship Summary).

Certified licenses

Experience

CS PLANNING CORP

BEVERLY HILLS WEALTH MANAGEMENT, LLC

MCCOMSEY ASSET MANAGEMENT, LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

ILLUMINE INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/22/1994

Series 63

Date: 9/16/1994

Series 31

Date: 9/23/1994

Series 7

Date: 9/6/1994

Current Firm

ILLUMINE INVESTMENT MANAGEMENT, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ILLUMINE INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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