MC
Mark A. Crivaro
WEALTH MANAGEMENT ASSOCIATES
CHERRY HILL, NJ 08003
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CRD#: 2700765
MC
Professional summary
Mark Arnold Crivaro is a registered financial advisor currently at WEALTH MANAGEMENT ASSOCIATES, INC. located in Cherry Hill, New Jersey and OSAIC WEALTH, INC. located in Cherry Hill, New Jersey.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Mark has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 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.
MARK A. CRIVARO POSITION: trail receipient NATURE: Receiving approximately $30 per year trail on fixed insurance business I sold over ten years ago. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/30/2016 ADDRESS: 450 Wayland Rd, Cherry Hill NJ 08034, United States DESCRIPTION: I am no longer selling fixed insurance. As per your instructions, I am disclosing the trails I receive on business I sold over ten years ago. WEALTH MANAGEMENT ASSOCIATES INC. POSITION: advisor representative NATURE: 2. WEALTH MANAGEMENT ASSOCIATES, INC. RIA - 90% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 12/01/2000 ADDRESS: 1909 Route 70 East, Suite 100, Cherry Hill NJ 08003, United States DESCRIPTION: Investment Advisor Representative. Manage fee-based portfolios, retirement income projections, financial plans.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Arnold Crivaro'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
July 23, 2002 - Present
WEALTH MANAGEMENT ASSOCIATES, INC.
Office #1: 1909 Route 70 East Suite 100, Cherry Hill, NJ 08003RIA
CRD#: 117606
CHERRY HILL, NJ
Current
June 14, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 1909 Route 70 E Ste 100, Cherry Hill, NJ 08003RIA
BD
CRD#: 23131
CHERRY HILL, NJ
Past
November 20, 2000 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
CHERRY HILL, NJ
Past
July 9, 1996 - November 17, 2000
FFP SECURITIES, INC.
BD
CRD#: 16337
CHESTERFIELD, MO
Past
February 23, 1996 - July 24, 1996
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
February 23, 1996 - July 24, 1996
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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".
WM
WEALTH MANAGEMENT ASSOCIATES, INC.
HADDONFIELD FINANCIAL PLANNING | WEALTH MANAGEMENT ASSOCIATES, INC.
CRD#: 117606 / SEC#: 801-79993
RIA
Registered Investment Advisory firm - (7/2/2014 Approved)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/28/2014 Terminated)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.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
Florida(6/14/2024)
IAR
New Jersey(7/23/2002)
RR
New Jersey(6/14/2024)
RR
Pennsylvania(6/14/2024)
RR
Virginia(6/14/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WM
WEALTH MANAGEMENT ASSOCIATES, INC.
HADDONFIELD FINANCIAL PLANNING | WEALTH MANAGEMENT ASSOCIATES, INC.
CRD#: 117606 / SEC#: 801-79993
RIA
Registered Investment Advisory firm - (7/2/2014 Approved)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/28/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1909 Route 70 East Suite 100, Cherry Hill, NJ 08003
Mailing Address
Phone number
(856) 424-2350
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,972 |
| AUM (Assets Under Management) | $ 646,804,888 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
