Mark James Schulte
Professional Summary
Mark James Schulte, who also goes by Mark J Schulte, is a registered financial advisor currently at BENGUR BRYAN & CO., INC. located in Baltimore, Maryland. Mark is registered as a RR (Registered Representative) and started their career in finance in 1997. Mark has worked at 7 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mark J Schulte
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
BENGUR BRYAN & CO., INC.
Contact Information
Main Address
509 South Exeter Street Suite 210, Baltimore, MD 21202Mailing Address
509 South Exeter Street Suite 210, Baltimore, MD 21202Phone Number
(443) 573-3030Established
Maryland since 06/02/1991Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BRYAN, CHARLES ALAN | CHIEF COMPLIANCE OFFICER | 1587605 |
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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.
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State Registrations and Notice Filings
(8/10/2022)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Mark James Schulte's CRS (Customer Relationship Summary).
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