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MV

Mark S. Vidergauz

SAGE PARTNERS SECURITIES
Los Angeles, CA 90025
Some features on this profile are disabled
CRD#: 2694665
MV

Professional summary


Mark Steven Vidergauz is a registered financial professional currently at SAGE PARTNERS SECURITIES, LLC located in Los Angeles, California.

Mark is registered as a RR (Registered Representative) and started their career in finance in 1996. Mark has worked at 4 firms and has passed the Series 63, Series 99TO, Series 79TO, Series 42, Series 62, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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) - BD


Click below to view Mark Steven Vidergauz'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®
None

Experience


Current

January 17, 2001 - Present

SAGE PARTNERS SECURITIES, LLC

Office #1: 11111 Santa Monica Blvd. Suite 2200, Los Angeles, CA 90025
BD
CRD#: 104381
Los Angeles, CA
Past

July 1, 1998 - April 27, 2000

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

November 5, 1997 - July 1, 1998

ING BARING (U.S.) SECURITIES, INC.

BD
CRD#: 5285
NEW YORK, NY
Past

December 18, 1996 - November 6, 1997

ING (U.S.) CAPITAL SECURITIES, INC.

BD
CRD#: 41367
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
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

RR
California
(2/9/2001)
RR
Delaware
(2/12/2001)
RR
Florida
(2/13/2001)
RR
New York
(2/27/2001)

Exams


State Security Law Exam
RR
Series 63
Date: 3/9/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 42
Date: 1/2/2023
Registered Options Representative Examination
General Industry/Product Exam
RR
Series 62
Date: 1/2/2023
Corporate Securities Limited Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SP
SAGE PARTNERS SECURITIES, LLC
SAGE PARTNERS SECURITIES, LLC

CRD#: 104381 / SEC#: , 8-52836

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
11111 Santa Monica Boulevard, Suite 2200, Los Angeles, CA 90025
Mailing Address
11111 Santa Monica Boulevard, Suite 2200, Los Angeles, CA 90025
Phone number
(310) 478-7899
Established
California since 06/26/2000
Firm type
Other Types of Legal Formation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
THE SAGE GROUP, LLCMEMBER
ALTMAN, PAUL TODDCCO3068843
COLLINS, ELIZABETH SARAHFINOP/CFO4714831
VIDERGAUZ, MARK STEVENCEO2694665

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SAGE PARTNERS SECURITIES, LLC

CRD#: 104381Los Angeles, CA 90025

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