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MT

Mark A. Taborsky

MARKERTREE CAPITAL
Needham, MA
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CRD#: 2729176
MT

Professional summary


Mark Abraham Taborsky, who also goes by Mark A. Taborsky, Mark Taborsky, is a registered financial advisor currently at MARKERTREE CAPITAL, LLC located in Needham, Massachusetts.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Mark has worked at 4 firms and has passed the Series 63, Series 66, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Mark A. Taborsky | Mark Taborsky

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.
I am the founder and managing partner of MarkerTree Capital. Start date: 04/2017. MarkerTree Capital, LLC ("MarkerTree") is an alternatives investment adviser for institutions. 160 hours/month. I am on the advisory Board for Bondstone.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Mark Abraham Taborsky'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

June 15, 2017 - Present

MARKERTREE CAPITAL, LLC

RIA
CRD#: 287850
Needham, MA
Past

November 25, 2019 - January 20, 2023

FALLS BRIDGE SECURITIES, LLC

BD
CRD#: 299526
BRYN MAWR, PA
Past

February 14, 2011 - September 19, 2011

PIMCO INVESTMENTS LLC

BD
CRD#: 154957
NEWPORT BEACH, CA
Past

January 19, 2009 - February 14, 2011

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

BD
CRD#: 25567
NEWPORT BEACH, CA

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
Massachusetts
(6/15/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 7/10/2020
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 2/13/2009
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MC
MARKERTREE CAPITAL, LLC
MARKERTREE CAPITAL, LLC

CRD#: 287850 / SEC#:

Massachusetts
Registered Investment Advisory firm - (6/15/2017 Approved)
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Contact information


Main Address
Needham, MA
Mailing Address
Phone number
(617) 759-3539
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts1
AUM (Assets Under Management)$ 5,000,000

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.

Company Information


MARKERTREE CAPITAL, LLC

CRD#: 287850Needham, MA

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