MM
Mark A. Meulenberg
MASONRY CAPITAL MANAGEMENT
CHARLOTTESVILLE, VA 22911
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CRD#: 2555981
MM
Professional summary
Mark Andrew Meulenberg is a registered financial advisor currently at MASONRY CAPITAL MANAGEMENT, LLC located in Charlottesville, Virginia.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Mark has worked at 7 firms and has passed the Series 66, Series 63, Series 7, Series 6, Series 10 and Series 9 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.
EMPLOYED AS AN INVESTMENT OFFICER AT VNBTRUST, N.A., 310 4TH STREET N.E. SUITE 102, CHARLOTTESVILLE, VA 22902. THE BUSINESS IS INVESTMENT-RELATED AND INVOLVES 160+ HOURS WORK PER MONTH DURING SECURITIES TRADING HOURS. University of Alabama; Investment related: No; 361 Stadium Dr. Tuscaloosa AL 35487 United States; The C.T. and Kelley Fitzpatrick Center for Value Investing was established in 2020 at the University of Alabama's Culverhouse College of Business. The Fitzpatrick Center aspires to be an internationally recognized advocate for active fundamental value investing and a leading resource both for the investors who practice it and for students of all ages eager to learn about it. ; Associate Director of the C.T. and Kelley Fitzpatrick Center for Value Investing; 2023-07-31; Hours per month devoted to business during trading hours: 8; Hours per month devoted to business outside trading hours: 40; Percentage of total yearly compensation expected to be derived from the business: 25; Provides students with a strong foundation for examining the critical aspects of investment decisions, including generating good ideas, conducting fundamental business and industry research, analyzing financial statements, and credibly estimating what businesses and companies are worth. The focus is on practical applications, on professional and career development, on fostering and disseminating research, and on broadly supporting and building the global value investing community.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Andrew Meulenberg'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®
NoneExperience
Current
August 28, 2018 - Present
MASONRY CAPITAL MANAGEMENT, LLC
Office #1: 404 People Place 4th Floor, Charlottesville, VA 22911RIA
CRD#: 292664
CHARLOTTESVILLE, VA
Past
August 20, 2013 - September 27, 2013
SWIFT RUN CAPITAL MANAGEMENT
RIA
CRD#: 159345
CHARLOTTESVILLE, VA
Past
October 1, 2000 - March 19, 2007
BROWN BROTHERS HARRIMAN & CO.
BD
CRD#: 104487
CHARLOTTE, NC
Past
January 27, 1999 - August 21, 2000
UST FINANCIAL SERVICES CORP.
BD
CRD#: 36881
NEW YORK, NY
Past
July 18, 1996 - January 7, 1999
SANFORD C. BERNSTEIN & CO., INC.
BD
CRD#: 1232
NEW YORK, NY
Past
November 11, 1994 - June 24, 1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
November 11, 1994 - June 24, 1996
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
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".
MC
MASONRY CAPITAL MANAGEMENT, LLC
MASONRY CAPITAL MANAGEMENT, LLC
CRD#: 292664 / SEC#: 801-113177
RIA
Registered Investment Advisory firm - (5/7/2018 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
Texas(3/7/2024)
IAR
Virginia(8/28/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
MC
MASONRY CAPITAL MANAGEMENT, LLC
MASONRY CAPITAL MANAGEMENT, LLC
CRD#: 292664 / SEC#: 801-113177
RIA
Registered Investment Advisory firm - (5/7/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
404 People Place 4th Floor, Charlottesville, VA 22911
Mailing Address
Phone number
(434) 202-3554
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 56 |
| AUM (Assets Under Management) | $ 358,792,014 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
