Mark J. Laskin

RECURRENT INVESTMENT ADVISORS LLC

Houston, TX 77098-4100

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CRD#: 2709284

Professional summary

Mark Jason Laskin, who also goes by Mark J Laskin, Mark Laskin, is a registered financial advisor currently at RECURRENT INVESTMENT ADVISORS LLC located in Houston, Texas.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Mark has worked at 5 firms and has passed the Series 63, SIE, Series 6 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark J Laskin | Mark Laskin

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 Jason Laskin'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

September 17, 2018 - Present

RECURRENT INVESTMENT ADVISORS LLC

Office #1: 3801 Kirby Drive Suite 654, Houston, TX 77098-4100

RIA

CRD#: 288694

Houston, TX

Past

April 30, 2015 - January 19, 2017

FORESIDE FUND SERVICES, LLC

CRD#: 46106

Dallas, TX

Past

June 1, 2010 - June 13, 2013

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HOUSTON, TX

Past

January 24, 2001 - June 1, 2010

MORGAN STANLEY DISTRIBUTION, INC.

CRD#: 30344

NEW YORK, NY

Past

July 31, 1999 - September 3, 1999

FORUM FINANCIAL SERVICES, LLC

CRD#: 38816

PORTLAND, ME

Past

February 11, 1998 - May 29, 1998

MORGAN STANLEY DISTRIBUTION, INC.

CRD#: 30344

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".

RECURRENT INVESTMENT ADVISORS LLC

CRD#: 288694 / SEC#: 801-110728

RIA

Registered Investment Advisory firm - (6/30/2017 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
(9/17/2018)

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: 2/13/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/19/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/10/1998

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 3

Date: 1/25/1996

National Commodity Futures Examination

Current Firm

RECURRENT INVESTMENT ADVISORS LLC

CRD#: 288694 / SEC#: 801-110728

RIA

Registered Investment Advisory firm - (6/30/2017 Approved)

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Contact information

Main Address

3801 Kirby Drive Suite 654, Houston, TX 77098-4100

Mailing Address

Phone number

(832) 241-5900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2.A (BROCHURE) - RECURRENT INVESTMENT ADVISORS LLC (3/17/2025)

Regulatory assets under management

Total Number of Accounts	18
AUM (Assets Under Management)	$ 1,212,336,772

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 J. Laskin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Jason Laskin's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIDE FUND SERVICES, LLC

INVESCO DISTRIBUTORS, INC.

MORGAN STANLEY DISTRIBUTION, INC.

FORUM FINANCIAL SERVICES, LLC

MORGAN STANLEY DISTRIBUTION, INC.

Primary Firm SEC Registration

RECURRENT INVESTMENT ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/13/1998

SIE

Date: 1/19/2017

Series 6

Date: 2/10/1998

Series 3

Date: 1/25/1996

Current Firm

RECURRENT INVESTMENT ADVISORS LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RECURRENT INVESTMENT ADVISORS LLC

TRUST BUT VERIFY

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